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 8-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 | $62,290 | $124,319-49.9% | $111,297-44.0% | $167,490-62.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.97% | 37.44%-25.5pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $9,622 | $3,435+180.1% | $2,731+252.3% | $4,837+98.9% |
| Participant deferral / active EE | $10,906 | $5,180+110.5% | $4,487+143.0% | $6,341+72.0% |
| Admin fee / account holder | $109 | $10,618-99.0% | $7,964-98.6% | $12,309-99.1% |