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 9-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 | $53,674 | $227,553-76.4% | $189,557-71.7% | $167,490-68.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.13% | 78.40%-57.3pp | 64.17%-43.0pp | 478.56%-457.4pp |
| Employer contribution / active EE | $6,265 | $5,316+17.8% | $4,412+42.0% | $4,837+29.5% |
| Participant deferral / active EE | $2,010 | $7,002-71.3% | $6,174-67.4% | $6,341-68.3% |
| Admin fee / account holder | $286 | $11,878-97.6% | $9,807-97.1% | $12,309-97.7% |