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 | $53,525 | $185,822-71.2% | $169,993-68.5% | $139,434-61.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 85.24% | 60.50%+24.7pp | 53.37%+31.9pp | 372.94%-287.7pp |
| Employer contribution / active EE | $31,269 | $7,590+312.0% | $6,785+360.8% | $4,751+558.2% |
| Participant deferral / active EE | $8,461 | $11,622-27.2% | $10,408-18.7% | $6,710+26.1% |
| Admin fee / account holder | $8 | $15,381-100.0% | $12,815-99.9% | $11,403-99.9% |