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 | $98,278 | $185,822-47.1% | $169,993-42.2% | $139,434-29.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.66% | 60.50%-31.8pp | 53.37%-24.7pp | 372.94%-344.3pp |
| Employer contribution / active EE | $16,369 | $7,590+115.7% | $6,785+141.2% | $4,751+244.6% |
| Participant deferral / active EE | $18,318 | $11,622+57.6% | $10,408+76.0% | $6,710+173.0% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |