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 7-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 | $87,536 | $106,515-17.8% | $96,683-9.5% | $139,434-37.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 527.74% | 38.43%+489.3pp | 35.69%+492.0pp | 372.94%+154.8pp |
| Employer contribution / active EE | $1,092 | $4,103-73.4% | $3,737-70.8% | $4,751-77.0% |
| Participant deferral / active EE | $2,643 | $5,454-51.5% | $4,878-45.8% | $6,710-60.6% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |