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 8-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 | $16,660 | $107,334-84.5% | $92,893-82.1% | $152,861-89.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 66.08% | 145.58%-79.5pp | 109.41%-43.3pp | 345.32%-279.2pp |
| Employer contribution / active EE | $12,046 | $4,221+185.4% | $3,653+229.8% | $4,762+152.9% |
| Participant deferral / active EE | $2,385 | $4,845-50.8% | $4,236-43.7% | $5,850-59.2% |
| Admin fee / account holder | $245 | $7,079-96.5% | $5,794-95.8% | $11,596-97.9% |