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 | $59,782 | $185,822-67.8% | $169,993-64.8% | $139,434-57.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.08% | 60.50%-45.4pp | 53.37%-38.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $8,595 | $7,590+13.2% | $6,785+26.7% | $4,751+80.9% |
| Participant deferral / active EE | $11,250 | $11,622-3.2% | $10,408+8.1% | $6,710+67.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |