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 | $12,715 | $105,126-87.9% | $94,646-86.6% | $139,434-90.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 51.99% | 38.03%+14.0pp | 156.71%-104.7pp | 372.94%-321.0pp |
| Employer contribution / active EE | $3,087 | $4,106-24.8% | $3,672-15.9% | $4,751-35.0% |
| Participant deferral / active EE | $7,443 | $7,599-2.1% | $7,418+0.3% | $6,710+10.9% |
| Admin fee / account holder | $200 | $8,984-97.8% | $7,231-97.2% | $11,403-98.2% |