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 | $28,813 | $176,812-83.7% | $146,665-80.4% | $167,490-82.8% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 293.40% | 24.03%+269.4pp | 22.74%+270.7pp | 478.56%-185.2pp |
| Employer contribution / active EE | $1,773 | $5,160-65.6% | $4,136-57.1% | $4,837-63.4% |
| Participant deferral / active EE | $3,063 | $6,440-52.4% | $5,506-44.4% | $6,341-51.7% |
| Admin fee / account holder | $174 | $13,259-98.7% | $10,280-98.3% | $12,309-98.6% |