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 | $30,034 | $106,890-71.9% | $84,015-64.3% | $152,861-80.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.58% | 104.99%-89.4pp | 71.31%-55.7pp | 345.32%-329.7pp |
| Employer contribution / active EE | $5,704 | $2,734+108.6% | $1,983+187.6% | $4,762+19.8% |
| Participant deferral / active EE | $4,048 | $4,011+0.9% | $3,239+25.0% | $5,850-30.8% |
| Admin fee / account holder | $19 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |