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 | $52,572 | $115,770-54.6% | $101,248-48.1% | $158,922-66.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.86% | 56.14%-26.3pp | 46.47%-16.6pp | 302.83%-273.0pp |
| Employer contribution / active EE | $4,450 | $4,175+6.6% | $3,660+21.6% | $4,761-6.5% |
| Participant deferral / active EE | $22,750 | $4,957+358.9% | $4,370+420.6% | $5,982+280.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |