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 | $55,768 | $106,890-47.8% | $84,015-33.6% | $152,861-63.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.30% | 104.99%-86.7pp | 71.31%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $18,412 | $2,734+573.4% | $1,983+828.3% | $4,762+286.6% |
| Participant deferral / active EE | $13,490 | $4,011+236.3% | $3,239+316.5% | $5,850+130.6% |
| Admin fee / account holder | $49 | $8,285-99.4% | $6,101-99.2% | $11,596-99.6% |