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 3-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 | $78,559 | $158,398-50.4% | $126,539-37.9% | $142,382-44.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.01% | 593.76%-572.8pp | 425.95%-404.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $18,393 | $4,650+295.5% | $3,674+400.6% | $4,299+327.8% |
| Participant deferral / active EE | $11,814 | $4,767+147.9% | $4,083+189.4% | $6,507+81.6% |
| Admin fee / account holder | $76 | $6,918-98.9% | $6,065-98.7% | $12,624-99.4% |