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 | $82,578 | $144,119-42.7% | $117,854-29.9% | $147,584-44.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.49% | 531.15%-515.7pp | 335.08%-319.6pp | 578.55%-563.1pp |
| Employer contribution / active EE | $22,799 | $4,896+365.6% | $3,786+502.2% | $4,876+367.5% |
| Participant deferral / active EE | $16,500 | $5,316+210.4% | $4,482+268.2% | $5,439+203.4% |
| Admin fee / account holder | $28 | $10,886-99.7% | $8,020-99.7% | $10,885-99.7% |