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 5-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 | $58,762 | $228,332-74.3% | $185,823-68.4% | $158,922-63.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.31% | 40.80%-26.5pp | 35.95%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $23,242 | $4,967+368.0% | $4,087+468.6% | $4,761+388.2% |
| Participant deferral / active EE | $4,333 | $6,415-32.4% | $5,632-23.1% | $5,982-27.6% |
| Admin fee / account holder | $244 | $11,864-97.9% | $9,500-97.4% | $11,246-97.8% |