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 | $52,365 | $105,126-50.2% | $94,646-44.7% | $139,434-62.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.69% | 38.03%-16.3pp | 156.71%-135.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $6,616 | $4,106+61.1% | $3,672+80.2% | $4,751+39.3% |
| Participant deferral / active EE | $12,309 | $7,599+62.0% | $7,418+65.9% | $6,710+83.4% |
| Admin fee / account holder | $70 | $8,984-99.2% | $7,231-99.0% | $11,403-99.4% |