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 4-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 | $16,577 | $96,635-82.8% | $86,612-80.9% | $139,434-88.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 32.53% | 106.41%-73.9pp | 591.07%-558.5pp | 372.94%-340.4pp |
| Employer contribution / active EE | $1,693 | $3,263-48.1% | $3,022-44.0% | $4,751-64.4% |
| Participant deferral / active EE | $4,036 | $4,836-16.5% | $4,438-9.1% | $6,710-39.9% |
| Admin fee / account holder | $240 | $6,408-96.2% | $5,614-95.7% | $11,403-97.9% |