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 | $28,188 | $159,901-82.4% | $146,958-80.8% | $145,922-80.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $13,310 | $8,428+57.9% | $8,070+64.9% | $6,688+99.0% |
| Admin fee / account holder | $218 | $15,044-98.6% | $12,998-98.3% | $13,397-98.4% |