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 | $74,736 | $102,966-27.4% | $90,281-17.2% | $152,861-51.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.14% | 95.16%-80.0pp | 78.10%-63.0pp | 345.32%-330.2pp |
| Employer contribution / active EE | $4,470 | $3,139+42.4% | $2,854+56.6% | $4,762-6.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $196 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |