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 10-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 | $42,303 | $107,334-60.6% | $92,893-54.5% | $152,861-72.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 50.01% | 145.58%-95.6pp | 109.41%-59.4pp | 345.32%-295.3pp |
| Employer contribution / active EE | $6,617 | $4,221+56.8% | $3,653+81.2% | $4,762+38.9% |
| Participant deferral / active EE | $7,073 | $4,845+46.0% | $4,236+67.0% | $5,850+20.9% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |