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 6-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 | $20,157 | $148,534-86.4% | $135,903-85.2% | $139,434-85.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.07% | 79.19%-52.1pp | 68.23%-41.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $7,985 | $5,243+52.3% | $4,856+64.4% | $4,751+68.1% |
| Participant deferral / active EE | $3,672 | $8,100-54.7% | $7,758-52.7% | $6,710-45.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |