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 5-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 | $19,037 | $138,044-86.2% | $125,339-84.8% | $134,475-85.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 907.44% | 750.33%+157.1pp | 572.05%+335.4pp | 417.96%+489.5pp |
| Employer contribution / active EE | $2,270 | $5,243-56.7% | $4,814-52.8% | $4,740-52.1% |
| Participant deferral / active EE | $4,286 | $7,799-45.0% | $7,446-42.4% | $6,400-33.0% |
| Admin fee / account holder | $145 | $11,571-98.7% | $10,010-98.6% | $11,426-98.7% |