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 3-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 | $40,824 | $158,398-74.2% | $126,539-67.7% | $142,382-71.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 494.41% | 593.76%-99.3pp | 425.95%+68.5pp | 217.08%+277.3pp |
| Employer contribution / active EE | $2,390 | $4,650-48.6% | $3,674-34.9% | $4,299-44.4% |
| Participant deferral / active EE | $5,484 | $4,767+15.0% | $4,083+34.3% | $6,507-15.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |