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 9-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 | $85,583 | $138,044-38.0% | $125,339-31.7% | $134,475-36.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 208.22% | 750.33%-542.1pp | 572.05%-363.8pp | 417.96%-209.7pp |
| Employer contribution / active EE | $3,522 | $5,243-32.8% | $4,814-26.8% | $4,740-25.7% |
| Participant deferral / active EE | $7,470 | $7,799-4.2% | $7,446+0.3% | $6,400+16.7% |
| Admin fee / account holder | $184 | $11,571-98.4% | $10,010-98.2% | $11,426-98.4% |