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 | $37,296 | $148,534-74.9% | $135,903-72.6% | $139,434-73.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1699.78% | 79.19%+1620.6pp | 68.23%+1631.5pp | 372.94%+1326.8pp |
| Employer contribution / active EE | $4,600 | $5,243-12.3% | $4,856-5.3% | $4,751-3.2% |
| Participant deferral / active EE | $29,731 | $8,100+267.0% | $7,758+283.2% | $6,710+343.1% |
| Admin fee / account holder | $64 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |