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 | $30,525 | $217,402-86.0% | $185,823-83.6% | $167,490-81.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 34.20% | 148.36%-114.2pp | 122.05%-87.9pp | 478.56%-444.4pp |
| Employer contribution / active EE | $17,994 | $5,873+206.4% | $5,167+248.2% | $4,837+272.0% |
| Participant deferral / active EE | $9,993 | $6,356+57.2% | $5,568+79.5% | $6,341+57.6% |
| Admin fee / account holder | $10 | $19,811-100.0% | $16,237-99.9% | $12,309-99.9% |