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 | $65,750 | $138,044-52.4% | $125,339-47.5% | $134,475-51.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 31.49% | 750.33%-718.8pp | 572.05%-540.6pp | 417.96%-386.5pp |
| Employer contribution / active EE | $3,211 | $5,243-38.8% | $4,814-33.3% | $4,740-32.3% |
| Participant deferral / active EE | $6,952 | $7,799-10.9% | $7,446-6.6% | $6,400+8.6% |
| Admin fee / account holder | $43 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |