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 4-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 | $75,477 | $109,982-31.4% | $97,226-22.4% | $145,922-48.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.80% | 242.90%-229.1pp | 75.13%-61.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $24,579 | $3,084+697.0% | $2,729+800.7% | $4,660+427.5% |
| Participant deferral / active EE | $14,164 | $4,676+202.9% | $4,264+232.2% | $6,688+111.8% |
| Admin fee / account holder | $16 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |