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 4-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 | $29,416 | $183,519-84.0% | $155,509-81.1% | $145,922-79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.63% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $13,786 | $5,313+159.5% | $4,672+195.0% | $4,660+195.9% |
| Participant deferral / active EE | $8,828 | $6,462+36.6% | $5,626+56.9% | $6,688+32.0% |
| Admin fee / account holder | $226 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |