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 7-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 | $40,429 | $102,966-60.7% | $90,281-55.2% | $152,861-73.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 42.68% | 95.16%-52.5pp | 78.10%-35.4pp | 345.32%-302.6pp |
| Employer contribution / active EE | $12,911 | $3,139+311.4% | $2,854+352.3% | $4,762+171.1% |
| Participant deferral / active EE | $19,720 | $4,281+360.6% | $3,885+407.5% | $5,850+237.1% |
| Admin fee / account holder | $178 | $6,171-97.1% | $5,351-96.7% | $11,596-98.5% |