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 8-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 | $114,333 | $176,662-35.3% | $130,648-12.5% | $152,861-25.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 6.06% | 2692.24%-2686.2pp | 1708.96%-1702.9pp | 345.32%-339.3pp |
| Employer contribution / active EE | $46,500 | $5,742+709.8% | $4,092+1036.4% | $4,762+876.4% |
| Participant deferral / active EE | $9,500 | $4,361+117.8% | $3,603+163.7% | $5,850+62.4% |
| Admin fee / account holder | $132 | $7,133-98.2% | $5,464-97.6% | $11,596-98.9% |