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 | $67,602 | $97,757-30.8% | $83,848-19.4% | $135,375-50.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.24% | 1287.37%-1286.1pp | 850.88%-849.6pp | 519.73%-518.5pp |
| Employer contribution / active EE | $13,749 | $4,222+225.7% | $3,631+278.7% | $4,779+187.7% |
| Participant deferral / active EE | $9,151 | $4,682+95.4% | $4,082+124.2% | $5,609+63.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |