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 | $21,473 | $148,534-85.5% | $135,903-84.2% | $139,434-84.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1219.80% | 79.19%+1140.6pp | 68.23%+1151.6pp | 372.94%+846.9pp |
| Employer contribution / active EE | $3,331 | $5,243-36.5% | $4,856-31.4% | $4,751-29.9% |
| Participant deferral / active EE | $3,477 | $8,100-57.1% | $7,758-55.2% | $6,710-48.2% |
| Admin fee / account holder | $21 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |