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 6-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 | $64,967 | $176,056-63.1% | $159,436-59.3% | $167,490-61.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 131.22% | 331.75%-200.5pp | 263.57%-132.3pp | 478.56%-347.3pp |
| Employer contribution / active EE | $10,824 | $5,297+104.3% | $4,829+124.1% | $4,837+123.8% |
| Participant deferral / active EE | $13,000 | $7,750+67.7% | $7,352+76.8% | $6,341+105.0% |
| Admin fee / account holder | $210 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |