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 | $37,285 | $112,881-67.0% | $90,951-59.0% | $158,922-76.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 65.25% | 215.79%-150.5pp | 134.60%-69.4pp | 302.83%-237.6pp |
| Employer contribution / active EE | $21,750 | $2,893+651.8% | $2,122+925.0% | $4,761+356.8% |
| Participant deferral / active EE | $6,149 | $4,128+49.0% | $3,373+82.3% | $5,982+2.8% |
| Admin fee / account holder | $127 | $8,041-98.4% | $5,959-97.9% | $11,246-98.9% |