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 | $73,005 | $156,846-53.5% | $121,098-39.7% | $139,434-47.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.19% | 1474.56%-1456.4pp | 985.75%-967.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,750 | $4,844+183.8% | $4,080+237.0% | $6,710+104.9% |
| Admin fee / account holder | $90 | $6,946-98.7% | $5,644-98.4% | $11,403-99.2% |