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 4-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 | $20,325 | $159,901-87.3% | $146,958-86.2% | $145,922-86.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.05% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,482 | $5,286-15.2% | $4,933-9.1% | $4,660-3.8% |
| Participant deferral / active EE | $6,372 | $8,428-24.4% | $8,070-21.0% | $6,688-4.7% |
| Admin fee / account holder | $164 | $15,044-98.9% | $12,998-98.7% | $13,397-98.8% |