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 8-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 | $58,954 | $99,020-40.5% | $86,590-31.9% | $147,584-60.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.31% | 1312.34%-1287.0pp | 964.84%-939.5pp | 578.55%-553.2pp |
| Employer contribution / active EE | $5,973 | $3,132+90.7% | $2,839+110.4% | $4,876+22.5% |
| Participant deferral / active EE | $7,248 | $3,972+82.5% | $3,609+100.9% | $5,439+33.3% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.7% | $10,885-99.8% |