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 3-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 | $57,033 | $159,602-64.3% | $150,045-62.0% | $142,382-59.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 192.30% | 70.24%+122.1pp | 62.55%+129.7pp | 217.08%-24.8pp |
| Employer contribution / active EE | $10,181 | $4,961+105.2% | $4,693+116.9% | $4,299+136.8% |
| Participant deferral / active EE | $5,869 | $8,310-29.4% | $7,997-26.6% | $6,507-9.8% |
| Admin fee / account holder | $188 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |