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 5-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 | $47,894 | $227,553-79.0% | $189,557-74.7% | $167,490-71.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.31% | 78.40%-65.1pp | 64.17%-50.9pp | 478.56%-465.2pp |
| Employer contribution / active EE | $16,929 | $5,316+218.4% | $4,412+283.7% | $4,837+250.0% |
| Participant deferral / active EE | $6,500 | $7,002-7.2% | $6,174+5.3% | $6,341+2.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |