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 8-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 | $38,350 | $202,318-81.0% | $172,739-77.8% | $152,861-74.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.88% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,700 | $5,856-71.0% | $5,143-66.9% | $4,762-64.3% |
| Participant deferral / active EE | $8,850 | $5,948+48.8% | $5,198+70.3% | $5,850+51.3% |
| Admin fee / account holder | $282 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |