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 | $65,969 | $90,745-27.3% | $130,231-49.3% | $75,163-12.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 25.83% | 34.45%-8.6pp | 38.77%-12.9pp | 160.62%-134.8pp |
| Employer contribution / active EE | $9,098 | $3,314+174.6% | $4,126+120.5% | $2,670+240.8% |
| Participant deferral / active EE | $12,359 | $5,362+130.5% | $6,799+81.8% | $4,125+199.6% |
| Admin fee / account holder | $233 | $6,331-96.3% | $6,020-96.1% | $5,651-95.9% |