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 6-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 | $44,974 | $114,047-60.6% | $96,139-53.2% | $167,490-73.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.81% | 189.88%-172.1pp | 191.94%-174.1pp | 478.56%-460.7pp |
| Employer contribution / active EE | $28,473 | $3,427+730.9% | $2,797+918.0% | $4,837+488.6% |
| Participant deferral / active EE | $5,391 | $5,194+3.8% | $4,349+24.0% | $6,341-15.0% |
| Admin fee / account holder | $157 | $6,897-97.7% | $5,537-97.2% | $12,309-98.7% |