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 | $40,681 | $159,901-74.6% | $146,958-72.3% | $145,922-72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.77% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $9,127 | $5,286+72.7% | $4,933+85.0% | $4,660+95.9% |
| Participant deferral / active EE | $10,628 | $8,428+26.1% | $8,070+31.7% | $6,688+58.9% |
| Admin fee / account holder | $45 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |