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 | $27,078 | $159,901-83.1% | $146,958-81.6% | $145,922-81.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 63.85% | 98.13%-34.3pp | 418.34%-354.5pp | 561.29%-497.4pp |
| Employer contribution / active EE | $2,823 | $5,286-46.6% | $4,933-42.8% | $4,660-39.4% |
| Participant deferral / active EE | $23,211 | $8,428+175.4% | $8,070+187.6% | $6,688+247.1% |
| Admin fee / account holder | $32 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |