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 | $21,864 | $158,398-86.2% | $126,539-82.7% | $142,382-84.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.06% | 593.76%-572.7pp | 425.95%-404.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,991 | $4,650+7.3% | $3,674+35.8% | $4,299+16.1% |
| Participant deferral / active EE | $6,965 | $4,767+46.1% | $4,083+70.6% | $6,507+7.0% |
| Admin fee / account holder | $256 | $6,918-96.3% | $6,065-95.8% | $12,624-98.0% |