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 | $64,371 | $185,200-65.2% | $142,863-54.9% | $167,490-61.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.27% | 8555.70%-8541.4pp | 5637.54%-5623.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,073 | $5,604-45.2% | $4,144-25.9% | $4,837-36.5% |
| Participant deferral / active EE | $7,743 | $4,494+72.3% | $3,837+101.8% | $6,341+22.1% |
| Admin fee / account holder | -$87 | $8,031-101.1% | $6,560-101.3% | $12,309-100.7% |