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 | $28,973 | $118,849-75.6% | $96,562-70.0% | $167,490-82.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.78% | 50.49%-31.7pp | 37.78%-19.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $4,202 | $3,120+34.7% | $2,356+78.3% | $4,837-13.1% |
| Participant deferral / active EE | $15,127 | $4,616+227.7% | $3,849+293.0% | $6,341+138.5% |
| Admin fee / account holder | $200 | $8,065-97.5% | $6,181-96.8% | $12,309-98.4% |