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 | $48,120 | $106,890-55.0% | $84,015-42.7% | $152,861-68.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.72% | 104.99%-78.3pp | 71.31%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,264 | $2,734+19.4% | $1,983+64.6% | $4,762-31.5% |
| Participant deferral / active EE | $7,467 | $4,011+86.1% | $3,239+130.6% | $5,850+27.6% |
| Admin fee / account holder | $38 | $8,285-99.5% | $6,101-99.4% | $11,596-99.7% |