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 | $52,469 | $183,519-71.4% | $155,509-66.3% | $145,922-64.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.08% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $37,864 | $5,313+612.7% | $4,672+710.4% | $4,660+712.6% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $22 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |