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 6-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 | $28,576 | $217,402-86.9% | $185,823-84.6% | $167,490-82.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.13% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $8,322 | $5,873+41.7% | $5,167+61.1% | $4,837+72.0% |
| Participant deferral / active EE | $4,372 | $6,356-31.2% | $5,568-21.5% | $6,341-31.1% |
| Admin fee / account holder | $16 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |