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 | $34,014 | $185,822-81.7% | $169,993-80.0% | $139,434-75.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 50.23% | 60.50%-10.3pp | 53.37%-3.1pp | 372.94%-322.7pp |
| Employer contribution / active EE | $12,497 | $7,590+64.6% | $6,785+84.2% | $4,751+163.1% |
| Participant deferral / active EE | $11,914 | $11,622+2.5% | $10,408+14.5% | $6,710+77.5% |
| Admin fee / account holder | $36 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |