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 7-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 | $39,586 | $209,832-81.1% | $189,513-79.1% | $167,490-76.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.22% | 748.27%-720.1pp | 555.15%-526.9pp | 478.56%-450.3pp |
| Employer contribution / active EE | $4,265 | $6,914-38.3% | $6,162-30.8% | $4,837-11.8% |
| Participant deferral / active EE | $19,067 | $8,935+113.4% | $8,221+131.9% | $6,341+200.7% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |