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 | $67,628 | $106,890-36.7% | $84,015-19.5% | $152,861-55.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 32.69% | 104.99%-72.3pp | 71.31%-38.6pp | 345.32%-312.6pp |
| Employer contribution / active EE | $14,745 | $2,734+439.3% | $1,983+643.4% | $4,762+209.6% |
| Participant deferral / active EE | $13,421 | $4,011+234.6% | $3,239+314.4% | $5,850+129.4% |
| Admin fee / account holder | $80 | $8,285-99.0% | $6,101-98.7% | $11,596-99.3% |