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 9-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 | $41,716 | $105,998-60.6% | $92,233-54.8% | $147,584-71.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.58% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $4,028 | $4,333-7.0% | $3,679+9.5% | $4,876-17.4% |
| Participant deferral / active EE | $7,090 | $4,478+58.3% | $3,897+81.9% | $5,439+30.4% |
| Admin fee / account holder | $267 | $6,332-95.8% | $5,194-94.9% | $10,885-97.5% |