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 | $46,627 | $202,432-77.0% | $169,368-72.5% | $139,434-66.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 43.13% | 531.74%-488.6pp | 405.60%-362.5pp | 372.94%-329.8pp |
| Employer contribution / active EE | $16,272 | $4,692+246.8% | $4,013+305.5% | $4,751+242.5% |
| Participant deferral / active EE | $10,805 | $6,938+55.7% | $6,221+73.7% | $6,710+61.0% |
| Admin fee / account holder | $53 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |