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 8-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 | $19,470 | $81,632-76.1% | $70,449-72.4% | $158,922-87.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 31.43% | 208.40%-177.0pp | 109.03%-77.6pp | 302.83%-271.4pp |
| Employer contribution / active EE | $25,046 | $3,217+678.5% | $2,737+815.2% | $4,761+426.0% |
| Participant deferral / active EE | $20,802 | $4,554+356.8% | $3,709+460.9% | $5,982+247.7% |
| Admin fee / account holder | $18 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |