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 9-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 | $72,964 | $107,334-32.0% | $92,893-21.5% | $152,861-52.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.93% | 145.58%-128.7pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $13,333 | $4,221+215.9% | $3,653+265.0% | $4,762+180.0% |
| Participant deferral / active EE | $8,000 | $4,845+65.1% | $4,236+88.9% | $5,850+36.7% |
| Admin fee / account holder | $232 | $7,079-96.7% | $5,794-96.0% | $11,596-98.0% |