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 | $25,891 | $159,901-83.8% | $146,958-82.4% | $145,922-82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.50% | 98.13%-75.6pp | 418.34%-395.8pp | 561.29%-538.8pp |
| Employer contribution / active EE | $4,931 | $5,286-6.7% | $4,9330% | $4,660+5.8% |
| Participant deferral / active EE | $14,421 | $8,428+71.1% | $8,070+78.7% | $6,688+115.6% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |