See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,389 | $159,602-83.5% | $150,045-82.4% | $142,382-81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.27% | 70.24%-42.0pp | 62.55%-34.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $4,187 | $4,961-15.6% | $4,693-10.8% | $4,299-2.6% |
| Participant deferral / active EE | $9,875 | $8,310+18.8% | $7,997+23.5% | $6,507+51.7% |
| Admin fee / account holder | $272 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |