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 10-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 | $63,734 | $99,020-35.6% | $86,590-26.4% | $147,584-56.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.59% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-565.0pp |
| Employer contribution / active EE | $18,714 | $3,132+497.5% | $2,839+559.1% | $4,876+283.8% |
| Participant deferral / active EE | $9,000 | $3,972+126.6% | $3,609+149.4% | $5,439+65.5% |
| Admin fee / account holder | $83 | $5,710-98.5% | $4,906-98.3% | $10,885-99.2% |