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 4-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 | $18,142 | $118,450-84.7% | $98,439-81.6% | $139,434-87.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 60.22% | 18.94%+41.3pp | 21.16%+39.1pp | 372.94%-312.7pp |
| Employer contribution / active EE | $1,876 | $3,609-48.0% | $3,048-38.4% | $4,751-60.5% |
| Participant deferral / active EE | $10,811 | $5,392+100.5% | $4,738+128.2% | $6,710+61.1% |
| Admin fee / account holder | $10 | $14,026-99.9% | $8,948-99.9% | $11,403-99.9% |