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 3-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 | $54,235 | $74,888-27.6% | $71,209-23.8% | $142,382-61.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.40% | 345.14%-323.7pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $14,739 | $2,854+416.4% | $2,721+441.7% | $4,299+242.8% |
| Participant deferral / active EE | $10,102 | $4,454+126.8% | $4,175+142.0% | $6,507+55.2% |
| Admin fee / account holder | $109 | $5,568-98.0% | $5,349-98.0% | $12,624-99.1% |