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 | $25,908 | $107,334-75.9% | $92,893-72.1% | $152,861-83.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 35.54% | 145.58%-110.0pp | 109.41%-73.9pp | 345.32%-309.8pp |
| Employer contribution / active EE | $6,864 | $4,221+62.6% | $3,653+87.9% | $4,762+44.1% |
| Participant deferral / active EE | $6,864 | $4,845+41.7% | $4,236+62.0% | $5,850+17.3% |
| Admin fee / account holder | $80 | $7,079-98.9% | $5,794-98.6% | $11,596-99.3% |