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 | $17,304 | $190,805-90.9% | $159,960-89.2% | $134,475-87.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 53.79% | 552.23%-498.4pp | 408.60%-354.8pp | 417.96%-364.2pp |
| Employer contribution / active EE | $2,862 | $4,995-42.7% | $4,226-32.3% | $4,740-39.6% |
| Participant deferral / active EE | $3,516 | $6,923-49.2% | $6,182-43.1% | $6,400-45.1% |
| Admin fee / account holder | $22 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |