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 7-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 | $13,571 | $96,635-86.0% | $86,612-84.3% | $139,434-90.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 48.16% | 106.41%-58.3pp | 591.07%-542.9pp | 372.94%-324.8pp |
| Employer contribution / active EE | $1,599 | $3,263-51.0% | $3,022-47.1% | $4,751-66.3% |
| Participant deferral / active EE | $4,220 | $4,836-12.7% | $4,438-4.9% | $6,710-37.1% |
| Admin fee / account holder | $269 | $6,408-95.8% | $5,614-95.2% | $11,403-97.6% |