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 | $45,648 | $94,752-51.8% | $112,887-59.6% | $139,434-67.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 181.49% | 40.88%+140.6pp | 34.10%+147.4pp | 372.94%-191.4pp |
| Employer contribution / active EE | $3,945 | $4,625-14.7% | $4,563-13.5% | $4,751-17.0% |
| Participant deferral / active EE | $12,438 | $6,512+91.0% | $6,513+91.0% | $6,710+85.4% |
| Admin fee / account holder | $123 | $8,527-98.6% | $7,047-98.3% | $11,403-98.9% |