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 5-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 | $35,770 | $96,635-63.0% | $86,612-58.7% | $139,434-74.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 90.75% | 106.41%-15.7pp | 591.07%-500.3pp | 372.94%-282.2pp |
| Employer contribution / active EE | $3,144 | $3,263-3.7% | $3,022+4.0% | $4,751-33.8% |
| Participant deferral / active EE | $9,012 | $4,836+86.4% | $4,438+103.1% | $6,710+34.3% |
| Admin fee / account holder | $26 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |