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 | $22,833 | $117,381-80.5% | $99,443-77.0% | $152,861-85.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 2188.00% | 31.87%+2156.1pp | 30.72%+2157.3pp | 345.32%+1842.7pp |
| Employer contribution / active EE | $2,201 | $3,013-26.9% | $2,540-13.3% | $4,762-53.8% |
| Participant deferral / active EE | $3,540 | $4,086-13.4% | $3,619-2.2% | $5,850-39.5% |
| Admin fee / account holder | $24 | $7,631-99.7% | $6,250-99.6% | $11,596-99.8% |