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 3-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 | $33,327 | $127,065-73.8% | $113,168-70.6% | $142,382-76.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 453.58% | 24.03%+429.6pp | 24.27%+429.3pp | 217.08%+236.5pp |
| Employer contribution / active EE | $2,047 | $3,442-40.5% | $2,975-31.2% | $4,299-52.4% |
| Participant deferral / active EE | $5,079 | $5,716-11.1% | $5,107-0.5% | $6,507-21.9% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.9% |