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 | $40,359 | $202,318-80.1% | $172,739-76.6% | $152,861-73.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.92% | 1029.65%-997.7pp | 802.84%-770.9pp | 345.32%-313.4pp |
| Employer contribution / active EE | $15,300 | $5,856+161.3% | $5,143+197.5% | $4,762+221.3% |
| Participant deferral / active EE | $18,831 | $5,948+216.6% | $5,198+262.3% | $5,850+221.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |