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 | $52,605 | $209,411-74.9% | $178,490-70.5% | $158,922-66.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.40% | 188.75%-154.4pp | 151.07%-116.7pp | 302.83%-268.4pp |
| Employer contribution / active EE | $13,408 | $5,706+135.0% | $5,011+167.6% | $4,761+181.6% |
| Participant deferral / active EE | $6,867 | $5,954+15.3% | $5,202+32.0% | $5,982+14.8% |
| Admin fee / account holder | $266 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |