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 6-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 | $43,067 | $88,751-51.5% | $81,812-47.4% | $145,922-70.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.26% | 1025.40%-1006.1pp | 773.79%-754.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,859 | $3,083+25.1% | $2,912+32.5% | $4,660-17.2% |
| Participant deferral / active EE | $11,522 | $4,643+148.2% | $4,319+166.8% | $6,688+72.3% |
| Admin fee / account holder | $25 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |