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 9-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 | $66,863 | $96,635-30.8% | $86,612-22.8% | $139,434-52.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.28% | 106.41%-81.1pp | 591.07%-565.8pp | 372.94%-347.7pp |
| Employer contribution / active EE | $13,501 | $3,263+313.8% | $3,022+346.7% | $4,751+184.2% |
| Participant deferral / active EE | $7,179 | $4,836+48.5% | $4,438+61.8% | $6,710+7.0% |
| Admin fee / account holder | $176 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |