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 | $25,509 | $138,065-81.5% | $123,544-79.4% | $135,375-81.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 69.08% | 153.68%-84.6pp | 119.20%-50.1pp | 519.73%-450.7pp |
| Employer contribution / active EE | $20,528 | $5,151+298.5% | $4,628+343.6% | $4,779+329.6% |
| Participant deferral / active EE | $15,886 | $6,799+133.7% | $6,426+147.2% | $5,609+183.2% |
| Admin fee / account holder | $267 | $10,916-97.6% | $9,284-97.1% | $10,827-97.5% |