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 6-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 | $25,116 | $124,281-79.8% | $109,143-77.0% | $167,490-85.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 361.19% | 26.04%+335.2pp | 25.75%+335.4pp | 478.56%-117.4pp |
| Employer contribution / active EE | $5,615 | $4,207+33.4% | $3,722+50.9% | $4,837+16.1% |
| Participant deferral / active EE | $7,621 | $5,255+45.0% | $4,653+63.8% | $6,341+20.2% |
| Admin fee / account holder | $76 | $7,970-99.1% | $6,752-98.9% | $12,309-99.4% |