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 6-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 | $54,869 | $109,982-50.1% | $97,226-43.6% | $145,922-62.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 30.60% | 242.90%-212.3pp | 75.13%-44.5pp | 561.29%-530.7pp |
| Employer contribution / active EE | $4,021 | $3,084+30.4% | $2,729+47.3% | $4,660-13.7% |
| Participant deferral / active EE | $10,875 | $4,676+132.6% | $4,264+155.1% | $6,688+62.6% |
| Admin fee / account holder | $42 | $6,221-99.3% | $5,654-99.3% | $13,397-99.7% |