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 3-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 | $68,172 | $106,515-36.0% | $96,683-29.5% | $139,434-51.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 659.21% | 38.43%+620.8pp | 35.69%+623.5pp | 372.94%+286.3pp |
| Employer contribution / active EE | $20,066 | $4,103+389.1% | $3,737+437.0% | $4,751+322.4% |
| Participant deferral / active EE | $12,596 | $5,454+131.0% | $4,878+158.2% | $6,710+87.7% |
| Admin fee / account holder | $216 | $7,877-97.3% | $6,730-96.8% | $11,403-98.1% |