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 | $89,278 | $165,335-46.0% | $149,696-40.4% | $158,922-43.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 141.99% | 348.15%-206.2pp | 276.60%-134.6pp | 302.83%-160.8pp |
| Employer contribution / active EE | $47,200 | $5,103+825.0% | $4,644+916.3% | $4,761+891.4% |
| Participant deferral / active EE | $19,500 | $7,181+171.5% | $6,842+185.0% | $5,982+226.0% |
| Admin fee / account holder | $59 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |