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 4-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 | $41,069 | $158,398-74.1% | $126,539-67.5% | $142,382-71.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.94% | 593.76%-570.8pp | 425.95%-403.0pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,064 | $4,650-12.6% | $3,674+10.6% | $4,299-5.5% |
| Participant deferral / active EE | $8,147 | $4,767+70.9% | $4,083+99.6% | $6,507+25.2% |
| Admin fee / account holder | $67 | $6,918-99.0% | $6,065-98.9% | $12,624-99.5% |