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 | $25,016 | $118,849-79.0% | $96,562-74.1% | $167,490-85.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.55% | 50.49%-32.9pp | 37.78%-20.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $10,301 | $3,120+230.2% | $2,356+337.1% | $4,837+112.9% |
| Participant deferral / active EE | $5,236 | $4,616+13.4% | $3,849+36.0% | $6,341-17.4% |
| Admin fee / account holder | $179 | $8,065-97.8% | $6,181-97.1% | $12,309-98.5% |