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 | $86,633 | $217,402-60.2% | $185,823-53.4% | $167,490-48.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.59% | 148.36%-128.8pp | 122.05%-102.5pp | 478.56%-459.0pp |
| Employer contribution / active EE | $12,750 | $5,873+117.1% | $5,167+146.7% | $4,837+163.6% |
| Participant deferral / active EE | $17,225 | $6,356+171.0% | $5,568+209.4% | $6,341+171.6% |
| Admin fee / account holder | $50 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |