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 | $21,753 | $103,376-79.0% | $87,100-75.0% | $152,861-85.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 318.01% | 28.10%+289.9pp | 28.19%+289.8pp | 345.32%-27.3pp |
| Employer contribution / active EE | $3,695 | $3,220+14.7% | $2,521+46.5% | $4,762-22.4% |
| Participant deferral / active EE | $5,114 | $4,778+7.0% | $4,049+26.3% | $5,850-12.6% |
| Admin fee / account holder | $42 | $12,205-99.7% | $7,497-99.4% | $11,596-99.6% |