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 | $40,268 | $159,901-74.8% | $146,958-72.6% | $145,922-72.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.41% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $8,553 | $5,286+61.8% | $4,933+73.4% | $4,660+83.6% |
| Participant deferral / active EE | $31,600 | $8,428+274.9% | $8,070+291.6% | $6,688+372.5% |
| Admin fee / account holder | $66 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |