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 5-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 | $30,827 | $190,805-83.8% | $159,960-80.7% | $134,475-77.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 77.80% | 552.23%-474.4pp | 408.60%-330.8pp | 417.96%-340.2pp |
| Employer contribution / active EE | $9,184 | $4,995+83.8% | $4,226+117.3% | $4,740+93.8% |
| Participant deferral / active EE | $9,733 | $6,923+40.6% | $6,182+57.4% | $6,400+52.1% |
| Admin fee / account holder | $79 | $10,471-99.2% | $8,698-99.1% | $11,426-99.3% |