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 | $20,725 | $152,509-86.4% | $117,472-82.4% | $134,475-84.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.81% | 52.99%-52.2pp | 29.74%-28.9pp | 417.96%-417.2pp |
| Employer contribution / active EE | $4,199 | $5,571-24.6% | $4,176+0.5% | $4,740-11.4% |
| Participant deferral / active EE | $1,608 | $4,818-66.6% | $4,070-60.5% | $6,400-74.9% |
| Admin fee / account holder | $39 | $7,004-99.4% | $5,645-99.3% | $11,426-99.7% |