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 | $33,028 | $68,346-51.7% | $94,646-65.1% | $75,163-56.1% |
| Participation rate | 76.2% | 76.1%+0.1pp | 80.8%-4.6pp | 67.2%+9.0pp |
| Annual return | 161.97% | 616.93%-455.0pp | 156.71%+5.3pp | 160.62%+1.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,737 | $6,537+64.2% | $7,418+44.7% | $4,125+160.3% |
| Admin fee / account holder | $148 | $5,326-97.2% | $7,231-97.9% | $5,651-97.4% |