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 9-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 | $20,459 | $107,334-80.9% | $92,893-78.0% | $152,861-86.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.18% | 145.58%-120.4pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,301 | $4,221-45.5% | $3,653-37.0% | $4,762-51.7% |
| Participant deferral / active EE | $5,656 | $4,845+16.8% | $4,236+33.5% | $5,850-3.3% |
| Admin fee / account holder | $236 | $7,079-96.7% | $5,794-95.9% | $11,596-98.0% |