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 | $60,093 | $209,411-71.3% | $178,490-66.3% | $158,922-62.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.61% | 188.75%-166.1pp | 151.07%-128.5pp | 302.83%-280.2pp |
| Employer contribution / active EE | $12,867 | $5,706+125.5% | $5,011+156.8% | $4,761+170.3% |
| Participant deferral / active EE | $10,468 | $5,954+75.8% | $5,202+101.2% | $5,982+75.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |