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 6-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 | $35,344 | $92,703-61.9% | $82,719-57.3% | $134,475-73.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 228.12% | 944.92%-716.8pp | 701.18%-473.1pp | 417.96%-189.8pp |
| Employer contribution / active EE | $2,644 | $3,274-19.2% | $3,009-12.1% | $4,740-44.2% |
| Participant deferral / active EE | $4,393 | $4,802-8.5% | $4,3950% | $6,400-31.4% |
| Admin fee / account holder | $30 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |