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 7-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 | $23,672 | $159,901-85.2% | $146,958-83.9% | $145,922-83.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.24% | 98.13%-66.9pp | 418.34%-387.1pp | 561.29%-530.1pp |
| Employer contribution / active EE | $1,503 | $5,286-71.6% | $4,933-69.5% | $4,660-67.8% |
| Participant deferral / active EE | $2,724 | $8,428-67.7% | $8,070-66.2% | $6,688-59.3% |
| Admin fee / account holder | $214 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |