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 | $42,519 | $183,963-76.9% | $162,163-73.8% | $152,861-72.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 37.29% | 150.76%-113.5pp | 115.59%-78.3pp | 345.32%-308.0pp |
| Employer contribution / active EE | $7,269 | $6,371+14.1% | $5,614+29.5% | $4,762+52.6% |
| Participant deferral / active EE | $16,893 | $8,034+110.3% | $7,298+131.5% | $5,850+188.8% |
| Admin fee / account holder | $14 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |