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 7-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 | $120,161 | $209,832-42.7% | $189,513-36.6% | $167,490-28.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.72% | 748.27%-731.6pp | 555.15%-538.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $29,250 | $6,914+323.1% | $6,162+374.7% | $4,837+504.7% |
| Participant deferral / active EE | $18,750 | $8,935+109.8% | $8,221+128.1% | $6,341+195.7% |
| Admin fee / account holder | $2 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |