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 | $46,995 | $77,145-39.1% | $108,410-56.7% | $85,850-45.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 37.93% | 44.54%-6.6pp | 905.27%-867.3pp | 318.53%-280.6pp |
| Employer contribution / active EE | $2,061 | $2,379-13.4% | $3,558-42.1% | $2,565-19.6% |
| Participant deferral / active EE | $3,830 | $5,566-31.2% | $6,563-41.6% | $3,952-3.1% |
| Admin fee / account holder | $74 | $5,172-98.6% | $7,295-99.0% | $6,260-98.8% |