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 | $40,343 | $88,751-54.5% | $81,812-50.7% | $145,922-72.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 55.41% | 1025.40%-970.0pp | 773.79%-718.4pp | 561.29%-505.9pp |
| Employer contribution / active EE | $4,431 | $3,083+43.7% | $2,912+52.1% | $4,660-4.9% |
| Participant deferral / active EE | $7,371 | $4,643+58.7% | $4,319+70.7% | $6,688+10.2% |
| Admin fee / account holder | $120 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |