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 5-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 | $87,800 | $159,901-45.1% | $146,958-40.3% | $145,922-39.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.09% | 98.13%-85.0pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,230 | $5,286-20.0% | $4,933-14.2% | $4,660-9.2% |
| Participant deferral / active EE | $22,850 | $8,428+171.1% | $8,070+183.2% | $6,688+241.7% |
| Admin fee / account holder | $274 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |