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 | $35,653 | $111,754-68.1% | $103,333-65.5% | $145,922-75.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 196.06% | 24.77%+171.3pp | 24.88%+171.2pp | 561.29%-365.2pp |
| Employer contribution / active EE | $4,777 | $4,212+13.4% | $3,868+23.5% | $4,660+2.5% |
| Participant deferral / active EE | $4,923 | $5,619-12.4% | $5,057-2.7% | $6,688-26.4% |
| Admin fee / account holder | $157 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |