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 8-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 | $16,145 | $102,966-84.3% | $90,281-82.1% | $152,861-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 37.09% | 95.16%-58.1pp | 78.10%-41.0pp | 345.32%-308.2pp |
| Employer contribution / active EE | $1,727 | $3,139-45.0% | $2,854-39.5% | $4,762-63.7% |
| Participant deferral / active EE | $8,108 | $4,281+89.4% | $3,885+108.7% | $5,850+38.6% |
| Admin fee / account holder | $198 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |