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 | $40,616 | $202,318-79.9% | $172,739-76.5% | $152,861-73.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.17% | 1029.65%-1014.5pp | 802.84%-787.7pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,458 | $5,856-23.9% | $5,143-13.3% | $4,762-6.4% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,850+42.4% |
| Admin fee / account holder | $162 | $17,109-99.1% | $13,954-98.8% | $11,596-98.6% |