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 | $71,259 | $175,202-59.3% | $149,673-52.4% | $139,434-48.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.93% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $12,449 | $5,474+127.4% | $4,818+158.4% | $4,751+162.0% |
| Participant deferral / active EE | $5,216 | $6,519-20.0% | $5,680-8.2% | $6,710-22.3% |
| Admin fee / account holder | $11 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |