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 7-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 | $59,847 | $103,376-42.1% | $87,100-31.3% | $152,861-60.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 361.43% | 28.10%+333.3pp | 28.19%+333.2pp | 345.32%+16.1pp |
| Employer contribution / active EE | $4,221 | $3,220+31.1% | $2,521+67.4% | $4,762-11.4% |
| Participant deferral / active EE | $13,443 | $4,778+181.4% | $4,049+232.1% | $5,850+129.8% |
| Admin fee / account holder | $235 | $12,205-98.1% | $7,497-96.9% | $11,596-98.0% |