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 | $12,945 | $99,640-87.0% | $86,436-85.0% | $134,475-90.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 198.70% | 6782.58%-6583.9pp | 4394.89%-4196.2pp | 417.96%-219.3pp |
| Employer contribution / active EE | $2,106 | $4,400-52.1% | $3,769-44.1% | $4,740-55.6% |
| Participant deferral / active EE | $5,428 | $7,246-25.1% | $6,952-21.9% | $6,400-15.2% |
| Admin fee / account holder | $9 | $8,371-99.9% | $6,731-99.9% | $11,426-99.9% |