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 6-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 | $34,251 | $96,635-64.6% | $86,612-60.5% | $139,434-75.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.57% | 106.41%-82.8pp | 591.07%-567.5pp | 372.94%-349.4pp |
| Employer contribution / active EE | $4,415 | $3,263+35.3% | $3,022+46.1% | $4,751-7.1% |
| Participant deferral / active EE | $9,391 | $4,836+94.2% | $4,438+111.6% | $6,710+39.9% |
| Admin fee / account holder | $58 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |