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 | $66,232 | $105,126-37.0% | $94,646-30.0% | $139,434-52.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.83% | 38.03%-24.2pp | 156.71%-142.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $7,517 | $4,106+83.1% | $3,672+104.7% | $4,751+58.2% |
| Participant deferral / active EE | $4,215 | $7,599-44.5% | $7,418-43.2% | $6,710-37.2% |
| Admin fee / account holder | $283 | $8,984-96.8% | $7,231-96.1% | $11,403-97.5% |