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 | $42,558 | $226,064-81.2% | $182,532-76.7% | $152,861-72.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.25% | 192.51%-162.3pp | 148.54%-118.3pp | 345.32%-315.1pp |
| Employer contribution / active EE | $2,477 | $4,978-50.2% | $4,076-39.2% | $4,762-48.0% |
| Participant deferral / active EE | $11,436 | $6,368+79.6% | $5,524+107.0% | $5,850+95.5% |
| Admin fee / account holder | $15 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |