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 | $31,526 | $154,117-79.5% | $129,995-75.7% | $139,434-77.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 43.33% | 32.48%+10.9pp | -137.18%+180.5pp | 372.94%-329.6pp |
| Employer contribution / active EE | $10,364 | $5,289+95.9% | $4,320+139.9% | $4,751+118.1% |
| Participant deferral / active EE | $10,808 | $6,710+61.1% | $5,820+85.7% | $6,710+61.1% |
| Admin fee / account holder | $60 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |