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 7-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 | $41,676 | $157,256-73.5% | $141,162-70.5% | $152,861-72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 112.37% | 64.32%+48.0pp | 71.39%+41.0pp | 345.32%-232.9pp |
| Employer contribution / active EE | $4,907 | $5,261-6.7% | $4,735+3.6% | $4,762+3.0% |
| Participant deferral / active EE | $11,784 | $7,109+65.8% | $6,709+75.6% | $5,850+101.4% |
| Admin fee / account holder | $18 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |