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 | $17,664 | $108,919-83.8% | $100,391-82.4% | $145,922-87.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 32.79% | 57.88%-25.1pp | 49.20%-16.4pp | 561.29%-528.5pp |
| Employer contribution / active EE | $3,571 | $4,419-19.2% | $3,942-9.4% | $4,660-23.4% |
| Participant deferral / active EE | $9,651 | $8,445+14.3% | $8,082+19.4% | $6,688+44.3% |
| Admin fee / account holder | $16 | $9,689-99.8% | $7,899-99.8% | $13,397-99.9% |