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 5-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 | $66,599 | $102,966-35.3% | $90,281-26.2% | $152,861-56.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.94% | 95.16%-76.2pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $9,629 | $3,139+206.8% | $2,854+237.3% | $4,762+102.2% |
| Participant deferral / active EE | $7,500 | $4,281+75.2% | $3,885+93.0% | $5,850+28.2% |
| Admin fee / account holder | $240 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |