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 5-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 | $25,662 | $100,754-74.5% | $86,677-70.4% | $134,475-80.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 127.44% | 29.04%+98.4pp | 35.91%+91.5pp | 417.96%-290.5pp |
| Employer contribution / active EE | $5,272 | $3,489+51.1% | $2,836+85.9% | $4,740+11.2% |
| Participant deferral / active EE | $12,547 | $5,338+135.0% | $4,656+169.5% | $6,400+96.0% |
| Admin fee / account holder | $10 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |