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 9-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 | $103,402 | $159,901-35.3% | $146,958-29.6% | $145,922-29.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.87% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $12,652 | $5,286+139.3% | $4,933+156.5% | $4,660+171.5% |
| Participant deferral / active EE | $5,574 | $8,428-33.9% | $8,070-30.9% | $6,688-16.7% |
| Admin fee / account holder | $129 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |