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 | $40,481 | $114,047-64.5% | $96,139-57.9% | $167,490-75.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 24.65% | 189.88%-165.2pp | 191.94%-167.3pp | 478.56%-453.9pp |
| Employer contribution / active EE | $6,992 | $3,427+104.0% | $2,797+150.0% | $4,837+44.5% |
| Participant deferral / active EE | $15,543 | $5,194+199.3% | $4,349+257.4% | $6,341+145.1% |
| Admin fee / account holder | $16 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |