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 | $21,041 | $159,901-86.8% | $146,958-85.7% | $145,922-85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1108.00% | 98.13%+1009.9pp | 418.34%+689.7pp | 561.29%+546.7pp |
| Employer contribution / active EE | $6,986 | $5,286+32.2% | $4,933+41.6% | $4,660+49.9% |
| Participant deferral / active EE | $6,755 | $8,428-19.8% | $8,070-16.3% | $6,688+1.0% |
| Admin fee / account holder | $72 | $15,044-99.5% | $12,998-99.4% | $13,397-99.5% |