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 3-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 | $59,870 | $159,901-62.6% | $146,958-59.3% | $145,922-59.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.30% | 98.13%-61.8pp | 418.34%-382.0pp | 561.29%-525.0pp |
| Employer contribution / active EE | $4,510 | $5,286-14.7% | $4,933-8.6% | $4,660-3.2% |
| Participant deferral / active EE | $25,627 | $8,428+204.1% | $8,070+217.6% | $6,688+283.2% |
| Admin fee / account holder | $22 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |