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 7-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 | $67,760 | $209,411-67.6% | $178,490-62.0% | $158,922-57.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.24% | 188.75%-155.5pp | 151.07%-117.8pp | 302.83%-269.6pp |
| Employer contribution / active EE | $7,880 | $5,706+38.1% | $5,011+57.3% | $4,761+65.5% |
| Participant deferral / active EE | $5,311 | $5,954-10.8% | $5,202+2.1% | $5,982-11.2% |
| Admin fee / account holder | $22 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |