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 | $56,558 | $96,635-41.5% | $86,612-34.7% | $139,434-59.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 34.39% | 106.41%-72.0pp | 591.07%-556.7pp | 372.94%-338.6pp |
| Employer contribution / active EE | $5,764 | $3,263+76.6% | $3,022+90.7% | $4,751+21.3% |
| Participant deferral / active EE | $18,655 | $4,836+285.8% | $4,438+320.4% | $6,710+178.0% |
| Admin fee / account holder | $61 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |