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 | $16,164 | $96,635-83.3% | $86,612-81.3% | $139,434-88.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 28.10% | 106.41%-78.3pp | 591.07%-563.0pp | 372.94%-344.8pp |
| Employer contribution / active EE | $2,443 | $3,263-25.1% | $3,022-19.2% | $4,751-48.6% |
| Participant deferral / active EE | $6,001 | $4,836+24.1% | $4,438+35.2% | $6,710-10.6% |
| Admin fee / account holder | $16 | $6,408-99.8% | $5,614-99.7% | $11,403-99.9% |