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 8-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 | $33,432 | $226,064-85.2% | $182,532-81.7% | $152,861-78.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 28.24% | 192.51%-164.3pp | 148.54%-120.3pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,164 | $4,978-56.5% | $4,076-46.9% | $4,762-54.6% |
| Participant deferral / active EE | $9,375 | $6,368+47.2% | $5,524+69.7% | $5,850+60.2% |
| Admin fee / account holder | $265 | $10,703-97.5% | $8,592-96.9% | $11,596-97.7% |