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 | $49,664 | $96,484-48.5% | $75,886-34.6% | $152,861-67.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 24461.37% | 33.98%+24427.4pp | 30.76%+24430.6pp | 345.32%+24116.1pp |
| Employer contribution / active EE | $14,578 | $3,309+340.5% | $2,500+483.0% | $4,762+206.1% |
| Participant deferral / active EE | $9,755 | $4,553+114.3% | $3,603+170.7% | $5,850+66.7% |
| Admin fee / account holder | $129 | $8,078-98.4% | $5,418-97.6% | $11,596-98.9% |