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 5-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 | $39,533 | $110,809-64.3% | $86,874-54.5% | $167,490-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 50.69% | 116.98%-66.3pp | 63.52%-12.8pp | 478.56%-427.9pp |
| Employer contribution / active EE | $4,014 | $3,244+23.7% | $2,495+60.9% | $4,837-17.0% |
| Participant deferral / active EE | $9,170 | $4,546+101.7% | $3,699+147.9% | $6,341+44.6% |
| Admin fee / account holder | $17 | $8,415-99.8% | $5,828-99.7% | $12,309-99.9% |