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 | $19,242 | $111,724-82.8% | $93,606-79.4% | $145,922-86.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.41% | 202.98%-186.6pp | 133.20%-116.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,619 | $3,090+49.5% | $2,420+90.9% | $4,660-0.9% |
| Participant deferral / active EE | $4,619 | $4,912-6.0% | $4,411+4.7% | $6,688-30.9% |
| Admin fee / account holder | $96 | $10,250-99.1% | $8,285-98.8% | $13,397-99.3% |