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 | $62,738 | $99,877-37.2% | $84,966-26.2% | $145,922-57.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.50% | 83.76%-66.3pp | 66.38%-48.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,086 | $3,231-4.5% | $2,727+13.2% | $4,660-33.8% |
| Participant deferral / active EE | $12,850 | $5,291+142.9% | $4,519+184.3% | $6,688+92.1% |
| Admin fee / account holder | $72 | $7,248-99.0% | $6,149-98.8% | $13,397-99.5% |