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 | $29,632 | $124,185-76.1% | $108,410-72.7% | $167,490-82.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.93% | 1379.64%-1362.7pp | 905.27%-888.3pp | 478.56%-461.6pp |
| Employer contribution / active EE | $4,079 | $4,187-2.6% | $3,558+14.6% | $4,837-15.7% |
| Participant deferral / active EE | $8,004 | $6,908+15.9% | $6,563+22.0% | $6,341+26.2% |
| Admin fee / account holder | $33 | $9,455-99.6% | $7,295-99.5% | $12,309-99.7% |