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 4-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 | $65,816 | $88,751-25.8% | $81,812-19.6% | $145,922-54.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.80% | 1025.40%-1000.6pp | 773.79%-749.0pp | 561.29%-536.5pp |
| Employer contribution / active EE | $37,650 | $3,083+1121.1% | $2,912+1192.8% | $4,660+708.0% |
| Participant deferral / active EE | $32,751 | $4,643+605.4% | $4,319+658.4% | $6,688+389.7% |
| Admin fee / account holder | $89 | $8,415-98.9% | $7,386-98.8% | $13,397-99.3% |