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 7-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 | $67,725 | $150,187-54.9% | $120,354-43.7% | $145,922-53.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.64% | 154.07%-142.4pp | 107.15%-95.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,879 | $4,348+12.2% | $3,463+40.9% | $4,660+4.7% |
| Participant deferral / active EE | $5,132 | $6,173-16.9% | $4,991+2.8% | $6,688-23.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |