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 | $62,337 | $99,020-37.0% | $86,590-28.0% | $147,584-57.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.00% | 1312.34%-1294.3pp | 964.84%-946.8pp | 578.55%-560.6pp |
| Employer contribution / active EE | $15,907 | $3,132+407.9% | $2,839+460.2% | $4,876+226.2% |
| Participant deferral / active EE | $1,871 | $3,972-52.9% | $3,609-48.1% | $5,439-65.6% |
| Admin fee / account holder | $203 | $5,710-96.4% | $4,906-95.9% | $10,885-98.1% |