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 | $28,316 | $102,317-72.3% | $146,958-80.7% | $80,856-65.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.58% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,737 | $3,713-26.3% | $4,933-44.5% | $2,755-0.7% |
| Participant deferral / active EE | $5,173 | $6,644-22.1% | $8,070-35.9% | $4,296+20.4% |
| Admin fee / account holder | $247 | $7,941-96.9% | $12,998-98.1% | $6,918-96.4% |