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 | $23,017 | $110,257-79.1% | $96,544-76.2% | $139,434-83.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 581.49% | 26.32%+555.2pp | 25.84%+555.6pp | 372.94%+208.5pp |
| Employer contribution / active EE | $4,923 | $3,620+36.0% | $2,965+66.0% | $4,751+3.6% |
| Participant deferral / active EE | $15,800 | $5,548+184.8% | $4,851+225.7% | $6,710+135.5% |
| Admin fee / account holder | $15 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |