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 | $35,665 | $159,901-77.7% | $146,958-75.7% | $145,922-75.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.22% | 98.13%-66.9pp | 418.34%-387.1pp | 561.29%-530.1pp |
| Employer contribution / active EE | $12,828 | $5,286+142.7% | $4,933+160.0% | $4,660+175.3% |
| Participant deferral / active EE | $14,534 | $8,428+72.4% | $8,070+80.1% | $6,688+117.3% |
| Admin fee / account holder | $31 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |