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 7-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 | $12,960 | $129,217-90.0% | $93,406-86.1% | $158,922-91.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 41.96% | 118.21%-76.2pp | 78.05%-36.1pp | 302.83%-260.9pp |
| Employer contribution / active EE | $3,088 | $2,711+13.9% | $2,075+48.8% | $4,761-35.1% |
| Participant deferral / active EE | $5,295 | $3,909+35.5% | $3,126+69.4% | $5,982-11.5% |
| Admin fee / account holder | $78 | $7,383-98.9% | $5,230-98.5% | $11,246-99.3% |