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 4-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 | $72,305 | $111,724-35.3% | $93,606-22.8% | $145,922-50.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 38.58% | 202.98%-164.4pp | 133.20%-94.6pp | 561.29%-522.7pp |
| Employer contribution / active EE | $6,373 | $3,090+106.3% | $2,420+163.4% | $4,660+36.8% |
| Participant deferral / active EE | $12,534 | $4,912+155.2% | $4,411+184.1% | $6,688+87.4% |
| Admin fee / account holder | $78 | $10,250-99.2% | $8,285-99.1% | $13,397-99.4% |