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 3-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 | $24,474 | $159,901-84.7% | $146,958-83.3% | $145,922-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 382.15% | 98.13%+284.0pp | 418.34%-36.2pp | 561.29%-179.1pp |
| Employer contribution / active EE | $6,497 | $5,286+22.9% | $4,933+31.7% | $4,660+39.4% |
| Participant deferral / active EE | $15,763 | $8,428+87.0% | $8,070+95.3% | $6,688+135.7% |
| Admin fee / account holder | $82 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |