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 | $73,668 | $118,680-37.9% | $98,907-25.5% | $158,922-53.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 57.79% | 372.35%-314.6pp | 196.43%-138.6pp | 302.83%-245.0pp |
| Employer contribution / active EE | $9,812 | $3,333+194.4% | $2,689+264.9% | $4,761+106.1% |
| Participant deferral / active EE | $12,700 | $5,088+149.6% | $4,244+199.2% | $5,982+112.3% |
| Admin fee / account holder | $245 | $10,131-97.6% | $6,642-96.3% | $11,246-97.8% |