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 4-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 | $101,386 | $183,519-44.8% | $155,509-34.8% | $145,922-30.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.98% | 61.17%-37.2pp | 64.67%-40.7pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,400 | $5,313-54.8% | $4,672-48.6% | $4,660-48.5% |
| Participant deferral / active EE | $2,400 | $6,462-62.9% | $5,626-57.3% | $6,688-64.1% |
| Admin fee / account holder | $71 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |