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 8-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 | $23,640 | $157,256-85.0% | $141,162-83.3% | $152,861-84.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 148.16% | 64.32%+83.8pp | 71.39%+76.8pp | 345.32%-197.2pp |
| Employer contribution / active EE | $1,965 | $5,261-62.6% | $4,735-58.5% | $4,762-58.7% |
| Participant deferral / active EE | $5,219 | $7,109-26.6% | $6,709-22.2% | $5,850-10.8% |
| Admin fee / account holder | $53 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |