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 | $31,303 | $159,901-80.4% | $146,958-78.7% | $145,922-78.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.23% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,079 | $5,286-41.7% | $4,933-37.6% | $4,660-33.9% |
| Participant deferral / active EE | $9,225 | $8,428+9.5% | $8,070+14.3% | $6,688+37.9% |
| Admin fee / account holder | $187 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |