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 10-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 | $43,184 | $144,119-70.0% | $117,854-63.4% | $147,584-70.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 25.68% | 531.15%-505.5pp | 335.08%-309.4pp | 578.55%-552.9pp |
| Employer contribution / active EE | $8,988 | $4,896+83.6% | $3,786+137.4% | $4,876+84.3% |
| Participant deferral / active EE | $8,229 | $5,316+54.8% | $4,482+83.6% | $5,439+51.3% |
| Admin fee / account holder | $23 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |