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 | $66,815 | $117,841-43.3% | $102,423-34.8% | $145,922-54.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 42.13% | 31.65%+10.5pp | 29.32%+12.8pp | 561.29%-519.2pp |
| Employer contribution / active EE | $1,564 | $3,615-56.7% | $3,023-48.3% | $4,660-66.4% |
| Participant deferral / active EE | $15,936 | $5,731+178.1% | $5,053+215.4% | $6,688+138.3% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |