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 5-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 | $77,855 | $156,846-50.4% | $121,098-35.7% | $139,434-44.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 29.62% | 1474.56%-1444.9pp | 985.75%-956.1pp | 372.94%-343.3pp |
| Employer contribution / active EE | $11,263 | $5,536+103.4% | $4,164+170.5% | $4,751+137.1% |
| Participant deferral / active EE | $13,659 | $4,844+182.0% | $4,080+234.8% | $6,710+103.5% |
| Admin fee / account holder | $91 | $6,946-98.7% | $5,644-98.4% | $11,403-99.2% |