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 | $40,445 | $118,849-66.0% | $96,562-58.1% | $167,490-75.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 29.87% | 50.49%-20.6pp | 37.78%-7.9pp | 478.56%-448.7pp |
| Employer contribution / active EE | $5,330 | $3,120+70.8% | $2,356+126.2% | $4,837+10.2% |
| Participant deferral / active EE | $7,835 | $4,616+69.7% | $3,849+103.6% | $6,341+23.6% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |