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 3-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 | $17,759 | $152,509-88.4% | $117,472-84.9% | $134,475-86.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.93% | 52.99%-52.1pp | 29.74%-28.8pp | 417.96%-417.0pp |
| Employer contribution / active EE | $3,425 | $5,571-38.5% | $4,176-18.0% | $4,740-27.7% |
| Participant deferral / active EE | $7,714 | $4,818+60.1% | $4,070+89.5% | $6,400+20.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |