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 | $18,885 | $108,919-82.7% | $100,391-81.2% | $145,922-87.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 57.88%-42.1pp | 49.20%-33.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,818 | $4,419-13.6% | $3,942-3.2% | $4,660-18.1% |
| Participant deferral / active EE | $6,665 | $8,445-21.1% | $8,082-17.5% | $6,688-0.3% |
| Admin fee / account holder | $39 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |