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 | $108,533 | $144,119-24.7% | $117,854-7.9% | $147,584-26.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.24% | 531.15%-507.9pp | 335.08%-311.8pp | 578.55%-555.3pp |
| Employer contribution / active EE | $5,382 | $4,896+9.9% | $3,786+42.1% | $4,876+10.4% |
| Participant deferral / active EE | $13,524 | $5,316+154.4% | $4,482+201.8% | $5,439+148.7% |
| Admin fee / account holder | $8 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |