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 | $72,854 | $102,317-28.8% | $146,958-50.4% | $80,856-9.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.56% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $6,554 | $3,713+76.5% | $4,933+32.9% | $2,755+137.9% |
| Participant deferral / active EE | $13,835 | $6,644+108.2% | $8,070+71.4% | $4,296+222.1% |
| Admin fee / account holder | $48 | $7,941-99.4% | $12,998-99.6% | $6,918-99.3% |