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 | $67,169 | $197,591-66.0% | $177,821-62.2% | $158,922-57.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 154.89% | 58.76%+96.1pp | 48.32%+106.6pp | 302.83%-147.9pp |
| Employer contribution / active EE | $27,725 | $6,697+314.0% | $5,918+368.5% | $4,761+482.3% |
| Participant deferral / active EE | $25,000 | $8,405+197.4% | $7,714+224.1% | $5,982+317.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |