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 | $29,598 | $159,901-81.5% | $146,958-79.9% | $145,922-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.60% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,476 | $5,286-53.2% | $4,933-49.8% | $4,660-46.9% |
| Participant deferral / active EE | $4,572 | $8,428-45.7% | $8,070-43.3% | $6,688-31.6% |
| Admin fee / account holder | $237 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |