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 9-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 | $34,492 | $104,486-67.0% | $76,817-55.1% | $152,861-77.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 21.52% | 1013.37%-991.9pp | 1166.11%-1144.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,153 | $3,116+1.2% | $2,302+37.0% | $4,762-33.8% |
| Participant deferral / active EE | $10,188 | $4,236+140.5% | $3,336+205.4% | $5,850+74.1% |
| Admin fee / account holder | $14 | $12,275-99.9% | $6,420-99.8% | $11,596-99.9% |