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 | $60,722 | $126,574-52.0% | $106,213-42.8% | $145,922-58.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.42% | 224.79%-209.4pp | 116.14%-100.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $10,144 | $3,730+171.9% | $3,171+219.8% | $4,660+117.7% |
| Participant deferral / active EE | $11,558 | $5,724+101.9% | $5,016+130.4% | $6,688+72.8% |
| Admin fee / account holder | $49 | $17,304-99.7% | $11,033-99.6% | $13,397-99.6% |