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 | $23,456 | $157,256-85.1% | $141,162-83.4% | $152,861-84.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 61.70% | 64.32%-2.6pp | 71.39%-9.7pp | 345.32%-283.6pp |
| Employer contribution / active EE | $11,481 | $5,261+118.2% | $4,735+142.5% | $4,762+141.1% |
| Participant deferral / active EE | $6,063 | $7,109-14.7% | $6,709-9.6% | $5,850+3.6% |
| Admin fee / account holder | $186 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |