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 | $18,970 | $107,334-82.3% | $92,893-79.6% | $152,861-87.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 42.17% | 145.58%-103.4pp | 109.41%-67.2pp | 345.32%-303.1pp |
| Employer contribution / active EE | $3,320 | $4,221-21.4% | $3,653-9.1% | $4,762-30.3% |
| Participant deferral / active EE | $7,262 | $4,845+49.9% | $4,236+71.4% | $5,850+24.1% |
| Admin fee / account holder | $21 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |