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 | $29,934 | $175,202-82.9% | $149,673-80.0% | $139,434-78.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 52.28% | 166.71%-114.4pp | 134.42%-82.1pp | 372.94%-320.7pp |
| Employer contribution / active EE | $16,926 | $5,474+209.2% | $4,818+251.3% | $4,751+256.3% |
| Participant deferral / active EE | $24,225 | $6,519+271.6% | $5,680+326.5% | $6,710+261.0% |
| Admin fee / account holder | $29 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |