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 | $30,512 | $88,751-65.6% | $81,812-62.7% | $145,922-79.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 64.95% | 1025.40%-960.4pp | 773.79%-708.8pp | 561.29%-496.3pp |
| Employer contribution / active EE | $1,539 | $3,083-50.1% | $2,912-47.1% | $4,660-67.0% |
| Participant deferral / active EE | $7,963 | $4,643+71.5% | $4,319+84.4% | $6,688+19.1% |
| Admin fee / account holder | $146 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |