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 | $24,843 | $165,335-85.0% | $149,696-83.4% | $158,922-84.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 343.16% | 348.15%-5.0pp | 276.60%+66.6pp | 302.83%+40.3pp |
| Employer contribution / active EE | $5,831 | $5,103+14.3% | $4,644+25.6% | $4,761+22.5% |
| Participant deferral / active EE | $15,192 | $7,181+111.6% | $6,842+122.0% | $5,982+154.0% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |