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 | $19,835 | $69,010-71.3% | $159,960-87.6% | $68,494-71.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 102.48% | -9.65%+112.1pp | 408.60%-306.1pp | -7.84%+110.3pp |
| Employer contribution / active EE | $5,235 | $2,213+136.5% | $4,226+23.9% | $2,596+101.6% |
| Participant deferral / active EE | $8,006 | $4,212+90.1% | $6,182+29.5% | $4,027+98.8% |
| Admin fee / account holder | $19 | $4,798-99.6% | $8,698-99.8% | $5,403-99.6% |