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 10-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 | $55,575 | $112,881-50.8% | $90,951-38.9% | $158,922-65.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.91% | 215.79%-197.9pp | 134.60%-116.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $6,243 | $2,893+115.8% | $2,122+194.2% | $4,761+31.1% |
| Participant deferral / active EE | $5,997 | $4,128+45.3% | $3,373+77.8% | $5,982+0.2% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |