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 | $24,201 | $96,635-75.0% | $86,612-72.1% | $139,434-82.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.94% | 106.41%-82.5pp | 591.07%-567.1pp | 372.94%-349.0pp |
| Employer contribution / active EE | $5,200 | $3,263+59.4% | $3,022+72.0% | $4,751+9.5% |
| Participant deferral / active EE | $5,200 | $4,836+7.5% | $4,438+17.2% | $6,710-22.5% |
| Admin fee / account holder | $292 | $6,408-95.4% | $5,614-94.8% | $11,403-97.4% |