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 | $40,442 | $185,822-78.2% | $169,993-76.2% | $139,434-71.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 130.37% | 60.50%+69.9pp | 53.37%+77.0pp | 372.94%-242.6pp |
| Employer contribution / active EE | $8,735 | $7,590+15.1% | $6,785+28.7% | $4,751+83.9% |
| Participant deferral / active EE | $13,743 | $11,622+18.3% | $10,408+32.0% | $6,710+104.8% |
| Admin fee / account holder | $35 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |