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 9-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 | $41,260 | $198,466-79.2% | $170,442-75.8% | $147,584-72.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 59.40% | 257.29%-197.9pp | 205.93%-146.5pp | 578.55%-519.2pp |
| Employer contribution / active EE | $26,166 | $6,184+323.2% | $5,433+381.6% | $4,876+436.6% |
| Participant deferral / active EE | $8,976 | $5,629+59.4% | $4,939+81.7% | $5,439+65.0% |
| Admin fee / account holder | $194 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |