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 7-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 | $84,594 | $159,901-47.1% | $146,958-42.4% | $145,922-42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.97% | 98.13%-73.2pp | 418.34%-393.4pp | 561.29%-536.3pp |
| Employer contribution / active EE | $9,998 | $5,286+89.1% | $4,933+102.7% | $4,660+114.6% |
| Participant deferral / active EE | $9,733 | $8,428+15.5% | $8,070+20.6% | $6,688+45.5% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |