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 7-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 | $44,979 | $124,185-63.8% | $108,410-58.5% | $167,490-73.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.63% | 1379.64%-1363.0pp | 905.27%-888.6pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,835 | $4,187-32.3% | $3,558-20.3% | $4,837-41.4% |
| Participant deferral / active EE | $10,436 | $6,908+51.1% | $6,563+59.0% | $6,341+64.6% |
| Admin fee / account holder | $300 | $9,455-96.8% | $7,295-95.9% | $12,309-97.6% |