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 9-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 | $62,735 | $102,966-39.1% | $90,281-30.5% | $152,861-59.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.86% | 95.16%-66.3pp | 78.10%-49.2pp | 345.32%-316.5pp |
| Employer contribution / active EE | $2,086 | $3,139-33.5% | $2,854-26.9% | $4,762-56.2% |
| Participant deferral / active EE | $5,561 | $4,281+29.9% | $3,885+43.1% | $5,850-4.9% |
| Admin fee / account holder | $229 | $6,171-96.3% | $5,351-95.7% | $11,596-98.0% |