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 9-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 | $14,076 | $49,922-71.8% | $80,569-82.5% | $75,163-81.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 25.46% | 34.69%-9.2pp | 935.43%-910.0pp | 160.62%-135.2pp |
| Employer contribution / active EE | $2,484 | $1,698+46.3% | $2,723-8.8% | $2,670-7.0% |
| Participant deferral / active EE | $2,835 | $2,990-5.2% | $4,447-36.2% | $4,125-31.3% |
| Admin fee / account holder | $298 | $3,577-91.7% | $5,377-94.5% | $5,651-94.7% |