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 8-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 | $47,587 | $165,335-71.2% | $149,696-68.2% | $158,922-70.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 69.00% | 348.15%-279.1pp | 276.60%-207.6pp | 302.83%-233.8pp |
| Employer contribution / active EE | $11,141 | $5,103+118.3% | $4,644+139.9% | $4,761+134.0% |
| Participant deferral / active EE | $9,890 | $7,181+37.7% | $6,842+44.5% | $5,982+65.3% |
| Admin fee / account holder | $59 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |