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 9-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 | $45,191 | $159,901-71.7% | $146,958-69.2% | $145,922-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.57% | 98.13%-74.6pp | 418.34%-394.8pp | 561.29%-537.7pp |
| Employer contribution / active EE | $2,979 | $5,286-43.6% | $4,933-39.6% | $4,660-36.1% |
| Participant deferral / active EE | $6,589 | $8,428-21.8% | $8,070-18.4% | $6,688-1.5% |
| Admin fee / account holder | $278 | $15,044-98.2% | $12,998-97.9% | $13,397-97.9% |