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 | $42,920 | $105,126-59.2% | $94,646-54.7% | $139,434-69.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 41.18% | 38.03%+3.2pp | 156.71%-115.5pp | 372.94%-331.8pp |
| Employer contribution / active EE | $7,822 | $4,106+90.5% | $3,672+113.0% | $4,751+64.6% |
| Participant deferral / active EE | $14,437 | $7,599+90.0% | $7,418+94.6% | $6,710+115.2% |
| Admin fee / account holder | $44 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |