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 | $86,502 | $96,635-10.5% | $86,612-0.1% | $139,434-38.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.68% | 106.41%-88.7pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $6,350 | $3,263+94.6% | $3,022+110.1% | $4,751+33.7% |
| Participant deferral / active EE | $15,000 | $4,836+210.2% | $4,438+238.0% | $6,710+123.5% |
| Admin fee / account holder | $3 | $6,408-100.0% | $5,614-99.9% | $11,403-100.0% |