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 7-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 | $58,647 | $185,822-68.4% | $169,993-65.5% | $139,434-57.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 81.00% | 60.50%+20.5pp | 53.37%+27.6pp | 372.94%-291.9pp |
| Employer contribution / active EE | $14,065 | $7,590+85.3% | $6,785+107.3% | $4,751+196.1% |
| Participant deferral / active EE | $9,177 | $11,622-21.0% | $10,408-11.8% | $6,710+36.8% |
| Admin fee / account holder | $31 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |