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 | $63,260 | $175,202-63.9% | $149,673-57.7% | $139,434-54.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.13% | 166.71%-128.6pp | 134.42%-96.3pp | 372.94%-334.8pp |
| Employer contribution / active EE | $14,113 | $5,474+157.8% | $4,818+192.9% | $4,751+197.1% |
| Participant deferral / active EE | $8,390 | $6,519+28.7% | $5,680+47.7% | $6,710+25.0% |
| Admin fee / account holder | $239 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |