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 | $77,450 | $88,751-12.7% | $81,812-5.3% | $145,922-46.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.04% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $8,387 | $3,083+172.0% | $2,912+188.0% | $4,660+80.0% |
| Participant deferral / active EE | $22,412 | $4,643+382.7% | $4,319+419.0% | $6,688+235.1% |
| Admin fee / account holder | $94 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |