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 4-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 | $138,799 | $70,606+96.6% | $53,898+157.5% | $142,382-2.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.51% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,900 | $1,202+224.4% | $932+318.4% | $4,299-9.3% |
| Participant deferral / active EE | $20,800 | $2,364+779.9% | $1,826+1038.9% | $6,507+219.6% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |