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 3-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 | $25,152 | $159,901-84.3% | $146,958-82.9% | $145,922-82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 231.36% | 98.13%+133.2pp | 418.34%-187.0pp | 561.29%-329.9pp |
| Employer contribution / active EE | $2,845 | $5,286-46.2% | $4,933-42.3% | $4,660-38.9% |
| Participant deferral / active EE | $3,849 | $8,428-54.3% | $8,070-52.3% | $6,688-42.4% |
| Admin fee / account holder | $27 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |