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 5-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 | $90,694 | $210,648-56.9% | $177,989-49.0% | $145,922-37.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.84% | 385.86%-355.0pp | 294.48%-263.6pp | 561.29%-530.4pp |
| Employer contribution / active EE | $5,535 | $4,565+21.3% | $3,949+40.2% | $4,660+18.8% |
| Participant deferral / active EE | $16,750 | $6,958+140.7% | $6,276+166.9% | $6,688+150.5% |
| Admin fee / account holder | $114 | $12,013-99.1% | $10,363-98.9% | $13,397-99.1% |