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 | $22,293 | $111,724-80.0% | $93,606-76.2% | $145,922-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.10% | 202.98%-186.9pp | 133.20%-117.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,825 | $3,090+56.2% | $2,420+99.4% | $4,660+3.5% |
| Participant deferral / active EE | $4,825 | $4,912-1.8% | $4,411+9.4% | $6,688-27.9% |
| Admin fee / account holder | $31 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |