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 8-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 | $51,744 | $175,202-70.5% | $149,673-65.4% | $139,434-62.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.10% | 166.71%-142.6pp | 134.42%-110.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $8,497 | $5,474+55.2% | $4,818+76.4% | $4,751+78.8% |
| Participant deferral / active EE | $5,334 | $6,519-18.2% | $5,680-6.1% | $6,710-20.5% |
| Admin fee / account holder | $227 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |