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 | $14,263 | $109,817-87.0% | $98,442-85.5% | $167,490-91.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 104.00% | 1956.69%-1852.7pp | 1492.73%-1388.7pp | 478.56%-374.6pp |
| Employer contribution / active EE | $6,266 | $3,224+94.4% | $2,960+111.7% | $4,837+29.5% |
| Participant deferral / active EE | $3,968 | $4,673-15.1% | $4,276-7.2% | $6,341-37.4% |
| Admin fee / account holder | $41 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |