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 7-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 | $22,988 | $159,901-85.6% | $146,958-84.4% | $145,922-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.37% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,689 | $5,286-68.1% | $4,933-65.8% | $4,660-63.8% |
| Participant deferral / active EE | $2,811 | $8,428-66.6% | $8,070-65.2% | $6,688-58.0% |
| Admin fee / account holder | $93 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |