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 | $16,602 | $90,600-81.7% | $79,464-79.1% | $135,375-87.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 346.63% | 977.43%-630.8pp | 718.14%-371.5pp | 519.73%-173.1pp |
| Employer contribution / active EE | $3,014 | $3,068-1.8% | $2,800+7.6% | $4,779-36.9% |
| Participant deferral / active EE | $5,624 | $4,050+38.9% | $3,704+51.8% | $5,609+0.3% |
| Admin fee / account holder | $92 | $5,907-98.4% | $5,113-98.2% | $10,827-99.1% |