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 6-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 | $37,734 | $159,901-76.4% | $146,958-74.3% | $145,922-74.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.72% | 98.13%-74.4pp | 418.34%-394.6pp | 561.29%-537.6pp |
| Employer contribution / active EE | $4,428 | $5,286-16.2% | $4,933-10.2% | $4,660-5.0% |
| Participant deferral / active EE | $10,436 | $8,428+23.8% | $8,070+29.3% | $6,688+56.1% |
| Admin fee / account holder | $244 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |