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 | $52,775 | $110,502-52.2% | $80,716-34.6% | $167,490-68.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.06% | 120.54%-108.5pp | 87.28%-75.2pp | 478.56%-466.5pp |
| Employer contribution / active EE | $6,333 | $1,543+310.5% | $1,160+445.9% | $4,837+30.9% |
| Participant deferral / active EE | $4,005 | $2,871+39.5% | $2,146+86.7% | $6,341-36.8% |
| Admin fee / account holder | $13 | $4,545-99.7% | $3,380-99.6% | $12,309-99.9% |