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 9-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 | $20,541 | $107,334-80.9% | $92,893-77.9% | $152,861-86.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 31.38% | 145.58%-114.2pp | 109.41%-78.0pp | 345.32%-313.9pp |
| Employer contribution / active EE | $6,308 | $4,221+49.4% | $3,653+72.7% | $4,762+32.5% |
| Participant deferral / active EE | $6,780 | $4,845+39.9% | $4,236+60.0% | $5,850+15.9% |
| Admin fee / account holder | $212 | $7,079-97.0% | $5,794-96.3% | $11,596-98.2% |