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 | $27,496 | $176,056-84.4% | $159,436-82.8% | $167,490-83.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.66% | 331.75%-301.1pp | 263.57%-232.9pp | 478.56%-447.9pp |
| Employer contribution / active EE | $3,238 | $5,297-38.9% | $4,829-33.0% | $4,837-33.1% |
| Participant deferral / active EE | $9,518 | $7,750+22.8% | $7,352+29.5% | $6,341+50.1% |
| Admin fee / account holder | $138 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |