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 | $16,757 | $96,305-82.6% | $80,569-79.2% | $139,434-88.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 29.52% | 1350.08%-1320.6pp | 935.43%-905.9pp | 372.94%-343.4pp |
| Employer contribution / active EE | $3,237 | $3,262-0.8% | $2,723+18.9% | $4,751-31.9% |
| Participant deferral / active EE | $5,406 | $5,232+3.3% | $4,447+21.5% | $6,710-19.4% |
| Admin fee / account holder | $17 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |