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 | $36,954 | $109,327-66.2% | $89,391-58.7% | $158,922-76.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 43.23% | 345.68%-302.4pp | 245.62%-202.4pp | 302.83%-259.6pp |
| Employer contribution / active EE | $4,824 | $3,170+52.2% | $2,586+86.6% | $4,761+1.3% |
| Participant deferral / active EE | $8,074 | $4,598+75.6% | $3,890+107.6% | $5,982+35.0% |
| Admin fee / account holder | $240 | $6,153-96.1% | $4,881-95.1% | $11,246-97.9% |