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 | $23,359 | $159,901-85.4% | $146,958-84.1% | $145,922-84.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.72% | 98.13%-50.4pp | 418.34%-370.6pp | 561.29%-513.6pp |
| Employer contribution / active EE | $2,642 | $5,286-50.0% | $4,933-46.4% | $4,660-43.3% |
| Participant deferral / active EE | $14,126 | $8,428+67.6% | $8,070+75.0% | $6,688+111.2% |
| Admin fee / account holder | $19 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |