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 5-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 | $21,810 | $106,515-79.5% | $96,683-77.4% | $139,434-84.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 140.04% | 38.43%+101.6pp | 35.69%+104.3pp | 372.94%-232.9pp |
| Employer contribution / active EE | $2,670 | $4,103-34.9% | $3,737-28.6% | $4,751-43.8% |
| Participant deferral / active EE | $6,621 | $5,454+21.4% | $4,878+35.7% | $6,710-1.3% |
| Admin fee / account holder | $24 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |