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 9-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 | $79,220 | $90,348-12.3% | $75,972+4.3% | $145,922-45.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.01% | 620.88%-608.9pp | 359.55%-347.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,274 | $3,311+29.1% | $2,685+59.2% | $4,660-8.3% |
| Participant deferral / active EE | $16,726 | $5,162+224.0% | $4,255+293.0% | $6,688+150.1% |
| Admin fee / account holder | $20 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |