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 | $97,778 | $108,919-10.2% | $100,391-2.6% | $145,922-33.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 114.73% | 57.88%+56.8pp | 49.20%+65.5pp | 561.29%-446.6pp |
| Employer contribution / active EE | $3,908 | $4,419-11.6% | $3,942-0.9% | $4,660-16.1% |
| Participant deferral / active EE | $8,298 | $8,445-1.7% | $8,082+2.7% | $6,688+24.1% |
| Admin fee / account holder | $65 | $9,689-99.3% | $7,899-99.2% | $13,397-99.5% |