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 | $21,846 | $148,534-85.3% | $135,903-83.9% | $139,434-84.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 99.61% | 79.19%+20.4pp | 68.23%+31.4pp | 372.94%-273.3pp |
| Employer contribution / active EE | $5,650 | $5,243+7.8% | $4,856+16.3% | $4,751+18.9% |
| Participant deferral / active EE | $12,400 | $8,100+53.1% | $7,758+59.8% | $6,710+84.8% |
| Admin fee / account holder | $17 | $12,400-99.9% | $10,762-99.8% | $11,403-99.9% |