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 7-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 | $101,987 | $165,335-38.3% | $149,696-31.9% | $158,922-35.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.99% | 348.15%-305.2pp | 276.60%-233.6pp | 302.83%-259.8pp |
| Employer contribution / active EE | $18,730 | $5,103+267.0% | $4,644+303.3% | $4,761+293.4% |
| Participant deferral / active EE | $15,250 | $7,181+112.4% | $6,842+122.9% | $5,982+154.9% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |