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 | $15,409 | $105,126-85.3% | $94,646-83.7% | $139,434-88.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.80% | 38.03%-11.2pp | 156.71%-129.9pp | 372.94%-346.1pp |
| Employer contribution / active EE | $5,913 | $4,106+44.0% | $3,672+61.0% | $4,751+24.5% |
| Participant deferral / active EE | $7,020 | $7,599-7.6% | $7,418-5.4% | $6,710+4.6% |
| Admin fee / account holder | $30 | $8,984-99.7% | $7,231-99.6% | $11,403-99.7% |