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 | $10,131 | $156,846-93.5% | $121,098-91.6% | $139,434-92.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 114.91% | 1474.56%-1359.7pp | 985.75%-870.8pp | 372.94%-258.0pp |
| Employer contribution / active EE | $5,169 | $5,536-6.6% | $4,164+24.1% | $4,751+8.8% |
| Participant deferral / active EE | $3,030 | $4,844-37.5% | $4,080-25.7% | $6,710-54.8% |
| Admin fee / account holder | $96 | $6,946-98.6% | $5,644-98.3% | $11,403-99.2% |