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 | $50,859 | $109,327-53.5% | $89,391-43.1% | $158,922-68.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.58% | 345.68%-334.1pp | 245.62%-234.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $10,625 | $3,170+235.2% | $2,586+310.9% | $4,761+123.2% |
| Participant deferral / active EE | $12,440 | $4,598+170.5% | $3,890+219.8% | $5,982+108.0% |
| Admin fee / account holder | $8 | $6,153-99.9% | $4,881-99.8% | $11,246-99.9% |