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 | $23,842 | $159,901-85.1% | $146,958-83.8% | $145,922-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 61.43% | 98.13%-36.7pp | 418.34%-356.9pp | 561.29%-499.9pp |
| Employer contribution / active EE | $5,923 | $5,286+12.0% | $4,933+20.1% | $4,660+27.1% |
| Participant deferral / active EE | $13,377 | $8,428+58.7% | $8,070+65.8% | $6,688+100.0% |
| Admin fee / account holder | $23 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |