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 4-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 | $50,181 | $111,724-55.1% | $93,606-46.4% | $145,922-65.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 25.56% | 202.98%-177.4pp | 133.20%-107.6pp | 561.29%-535.7pp |
| Employer contribution / active EE | $12,550 | $3,090+306.2% | $2,420+418.6% | $4,660+169.3% |
| Participant deferral / active EE | $10,253 | $4,912+108.7% | $4,411+132.4% | $6,688+53.3% |
| Admin fee / account holder | $57 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |