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 | $44,311 | $102,966-57.0% | $90,281-50.9% | $152,861-71.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.81% | 95.16%-66.4pp | 78.10%-49.3pp | 345.32%-316.5pp |
| Employer contribution / active EE | $5,223 | $3,139+66.4% | $2,854+83.0% | $4,762+9.7% |
| Participant deferral / active EE | $2,691 | $4,281-37.1% | $3,885-30.7% | $5,850-54.0% |
| Admin fee / account holder | $300 | $6,171-95.1% | $5,351-94.4% | $11,596-97.4% |