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 | $56,634 | $118,849-52.3% | $96,562-41.3% | $167,490-66.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.80% | 50.49%-24.7pp | 37.78%-12.0pp | 478.56%-452.8pp |
| Employer contribution / active EE | $2,599 | $3,120-16.7% | $2,356+10.3% | $4,837-46.3% |
| Participant deferral / active EE | $7,221 | $4,616+56.4% | $3,849+87.6% | $6,341+13.9% |
| Admin fee / account holder | $287 | $8,065-96.4% | $6,181-95.4% | $12,309-97.7% |