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 4-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 | $12,097 | $111,724-89.2% | $93,606-87.1% | $145,922-91.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 237.36% | 202.98%+34.4pp | 133.20%+104.2pp | 561.29%-323.9pp |
| Employer contribution / active EE | $774 | $3,090-74.9% | $2,420-68.0% | $4,660-83.4% |
| Participant deferral / active EE | $8,137 | $4,912+65.7% | $4,411+84.5% | $6,688+21.7% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |