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 8-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 | $42,541 | $106,890-60.2% | $84,015-49.4% | $152,861-72.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 53.96% | 104.99%-51.0pp | 71.31%-17.3pp | 345.32%-291.4pp |
| Employer contribution / active EE | $12,613 | $2,734+361.3% | $1,983+535.9% | $4,762+164.9% |
| Participant deferral / active EE | $18,920 | $4,011+371.7% | $3,239+484.2% | $5,850+223.4% |
| Admin fee / account holder | $67 | $8,285-99.2% | $6,101-98.9% | $11,596-99.4% |