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 3-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 | $41,414 | $159,602-74.1% | $150,045-72.4% | $142,382-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 1311.82% | 70.24%+1241.6pp | 62.55%+1249.3pp | 217.08%+1094.7pp |
| Employer contribution / active EE | $3,938 | $4,961-20.6% | $4,693-16.1% | $4,299-8.4% |
| Participant deferral / active EE | $14,118 | $8,310+69.9% | $7,997+76.5% | $6,507+117.0% |
| Admin fee / account holder | $64 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |