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 | $12,206 | $104,486-88.3% | $76,817-84.1% | $152,861-92.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 415.01% | 1013.37%-598.4pp | 1166.11%-751.1pp | 345.32%+69.7pp |
| Employer contribution / active EE | $3,994 | $3,116+28.2% | $2,302+73.5% | $4,762-16.1% |
| Participant deferral / active EE | $9,060 | $4,236+113.9% | $3,336+171.6% | $5,850+54.9% |
| Admin fee / account holder | $26 | $12,275-99.8% | $6,420-99.6% | $11,596-99.8% |