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 | $39,295 | $109,817-64.2% | $98,442-60.1% | $167,490-76.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 78.44% | 1956.69%-1878.2pp | 1492.73%-1414.3pp | 478.56%-400.1pp |
| Employer contribution / active EE | $12,477 | $3,224+287.0% | $2,960+321.5% | $4,837+157.9% |
| Participant deferral / active EE | $14,532 | $4,673+211.0% | $4,276+239.8% | $6,341+129.2% |
| Admin fee / account holder | $77 | $6,753-98.9% | $5,949-98.7% | $12,309-99.4% |