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 | $31,463 | $227,553-86.2% | $189,557-83.4% | $167,490-81.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.87% | 78.40%-65.5pp | 64.17%-51.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $10,204 | $5,316+91.9% | $4,412+131.2% | $4,837+110.9% |
| Participant deferral / active EE | $8,889 | $7,002+27.0% | $6,174+44.0% | $6,341+40.2% |
| Admin fee / account holder | $224 | $11,878-98.1% | $9,807-97.7% | $12,309-98.2% |