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 | $11,856 | $99,877-88.1% | $84,966-86.0% | $145,922-91.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 155.65% | 83.76%+71.9pp | 66.38%+89.3pp | 561.29%-405.6pp |
| Employer contribution / active EE | $1,509 | $3,231-53.3% | $2,727-44.7% | $4,660-67.6% |
| Participant deferral / active EE | $2,345 | $5,291-55.7% | $4,519-48.1% | $6,688-64.9% |
| Admin fee / account holder | $22 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |