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 6-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 | $67,435 | $176,056-61.7% | $159,436-57.7% | $167,490-59.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 43.99% | 331.75%-287.8pp | 263.57%-219.6pp | 478.56%-434.6pp |
| Employer contribution / active EE | $24,047 | $5,297+354.0% | $4,829+397.9% | $4,837+397.1% |
| Participant deferral / active EE | $12,030 | $7,750+55.2% | $7,352+63.6% | $6,341+89.7% |
| Admin fee / account holder | $98 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |