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 | $38,968 | $159,901-75.6% | $146,958-73.5% | $145,922-73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.42% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,186 | $5,286-39.7% | $4,933-35.4% | $4,660-31.6% |
| Participant deferral / active EE | $8,021 | $8,428-4.8% | $8,070-0.6% | $6,688+19.9% |
| Admin fee / account holder | $231 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |