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 | $59,392 | $105,126-43.5% | $94,646-37.2% | $139,434-57.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 30.96% | 38.03%-7.1pp | 156.71%-125.8pp | 372.94%-342.0pp |
| Employer contribution / active EE | $17,068 | $4,106+315.7% | $3,672+364.8% | $4,751+259.3% |
| Participant deferral / active EE | $11,089 | $7,599+45.9% | $7,418+49.5% | $6,710+65.2% |
| Admin fee / account holder | $62 | $8,984-99.3% | $7,231-99.1% | $11,403-99.5% |