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 | $21,128 | $176,662-88.0% | $130,648-83.8% | $152,861-86.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 12.46% | 2692.24%-2679.8pp | 1708.96%-1696.5pp | 345.32%-332.9pp |
| Employer contribution / active EE | $21,589 | $5,742+276.0% | $4,092+427.6% | $4,762+353.3% |
| Participant deferral / active EE | $1,191 | $4,361-72.7% | $3,603-66.9% | $5,850-79.6% |
| Admin fee / account holder | $92 | $7,133-98.7% | $5,464-98.3% | $11,596-99.2% |