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 | $41,834 | $176,662-76.3% | $130,648-68.0% | $152,861-72.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.72% | 2692.24%-2672.5pp | 1708.96%-1689.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $12,286 | $5,742+114.0% | $4,092+200.3% | $4,762+158.0% |
| Participant deferral / active EE | $9,990 | $4,361+129.1% | $3,603+177.3% | $5,850+70.8% |
| Admin fee / account holder | $274 | $7,133-96.2% | $5,464-95.0% | $11,596-97.6% |