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 | $67,027 | $159,901-58.1% | $146,958-54.4% | $145,922-54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,588 | $5,286-13.2% | $4,933-7.0% | $4,660-1.5% |
| Participant deferral / active EE | $14,571 | $8,428+72.9% | $8,070+80.6% | $6,688+117.9% |
| Admin fee / account holder | $104 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |