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 | $42,058 | $159,901-73.7% | $146,958-71.4% | $145,922-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.79% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,830 | $5,286-46.5% | $4,933-42.6% | $4,660-39.3% |
| Participant deferral / active EE | $10,279 | $8,428+22.0% | $8,070+27.4% | $6,688+53.7% |
| Admin fee / account holder | $97 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |