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 5-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 | $39,852 | $105,126-62.1% | $94,646-57.9% | $139,434-71.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 82.98% | 38.03%+44.9pp | 156.71%-73.7pp | 372.94%-290.0pp |
| Employer contribution / active EE | $4,227 | $4,106+3.0% | $3,672+15.1% | $4,751-11.0% |
| Participant deferral / active EE | $9,635 | $7,599+26.8% | $7,418+29.9% | $6,710+43.6% |
| Admin fee / account holder | $49 | $8,984-99.5% | $7,231-99.3% | $11,403-99.6% |