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 | $38,572 | $96,635-60.1% | $86,612-55.5% | $139,434-72.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 49.49% | 106.41%-56.9pp | 591.07%-541.6pp | 372.94%-323.5pp |
| Employer contribution / active EE | $9,796 | $3,263+200.2% | $3,022+224.1% | $4,751+106.2% |
| Participant deferral / active EE | $12,824 | $4,836+165.2% | $4,438+189.0% | $6,710+91.1% |
| Admin fee / account holder | $17 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |