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 7-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 | $22,514 | $115,770-80.6% | $101,248-77.8% | $158,922-85.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 47.95% | 56.14%-8.2pp | 46.47%+1.5pp | 302.83%-254.9pp |
| Employer contribution / active EE | $6,257 | $4,175+49.9% | $3,660+71.0% | $4,761+31.4% |
| Participant deferral / active EE | $4,593 | $4,957-7.3% | $4,370+5.1% | $5,982-23.2% |
| Admin fee / account holder | $81 | $7,245-98.9% | $5,945-98.6% | $11,246-99.3% |