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 3-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 | $48,123 | $126,574-62.0% | $106,213-54.7% | $145,922-67.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.61% | 224.79%-212.2pp | 116.14%-103.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $5,015 | $3,730+34.4% | $3,171+58.1% | $4,660+7.6% |
| Participant deferral / active EE | $13,667 | $5,724+138.8% | $5,016+172.5% | $6,688+104.4% |
| Admin fee / account holder | $5 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |