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 7-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 | $47,320 | $209,832-77.4% | $189,513-75.0% | $167,490-71.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.58% | 748.27%-730.7pp | 555.15%-537.6pp | 478.56%-461.0pp |
| Employer contribution / active EE | $17,134 | $6,914+147.8% | $6,162+178.1% | $4,837+254.2% |
| Participant deferral / active EE | $13,385 | $8,935+49.8% | $8,221+62.8% | $6,341+111.1% |
| Admin fee / account holder | $265 | $14,293-98.1% | $12,045-97.8% | $12,309-97.9% |