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 6-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 | $66,312 | $183,519-63.9% | $155,509-57.4% | $145,922-54.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.52% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $10,258 | $5,313+93.1% | $4,672+119.5% | $4,660+120.1% |
| Participant deferral / active EE | $10,436 | $6,462+61.5% | $5,626+85.5% | $6,688+56.0% |
| Admin fee / account holder | $250 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |