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 | $30,987 | $99,020-68.7% | $86,590-64.2% | $147,584-79.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 49.49% | 1312.34%-1262.8pp | 964.84%-915.4pp | 578.55%-529.1pp |
| Employer contribution / active EE | $1,194 | $3,132-61.9% | $2,839-58.0% | $4,876-75.5% |
| Participant deferral / active EE | $5,786 | $3,972+45.7% | $3,609+60.3% | $5,439+6.4% |
| Admin fee / account holder | $75 | $5,710-98.7% | $4,906-98.5% | $10,885-99.3% |