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 10-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 | $54,746 | $99,020-44.7% | $86,590-36.8% | $147,584-62.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.27% | 1312.34%-1288.1pp | 964.84%-940.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $6,592 | $3,132+110.5% | $2,839+132.2% | $4,876+35.2% |
| Participant deferral / active EE | $12,279 | $3,972+209.1% | $3,609+240.3% | $5,439+125.8% |
| Admin fee / account holder | $140 | $5,710-97.6% | $4,906-97.2% | $10,885-98.7% |