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 10-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 | $18,760 | $108,642-82.7% | $74,701-74.9% | $152,861-87.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 20.89% | 114.06%-93.2pp | 752.92%-732.0pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,659 | $1,503+210.0% | $1,084+329.9% | $4,762-2.2% |
| Participant deferral / active EE | $2,908 | $2,712+7.2% | $1,964+48.1% | $5,850-50.3% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |