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 | $75,739 | $124,281-39.1% | $109,143-30.6% | $167,490-54.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 31.28% | 26.04%+5.2pp | 25.75%+5.5pp | 478.56%-447.3pp |
| Employer contribution / active EE | $15,500 | $4,207+268.4% | $3,722+316.5% | $4,837+220.4% |
| Participant deferral / active EE | $1,600 | $5,255-69.6% | $4,653-65.6% | $6,341-74.8% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |