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 | $66,474 | $81,625-18.6% | $58,482+13.7% | $139,434-52.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 29.51% | 7404.20%-7374.7pp | 4239.32%-4209.8pp | 372.94%-343.4pp |
| Employer contribution / active EE | $19,519 | $1,398+1295.9% | $1,053+1753.1% | $4,751+310.9% |
| Participant deferral / active EE | $17,833 | $2,557+597.5% | $1,924+827.0% | $6,710+165.8% |
| Admin fee / account holder | $160 | $3,265-95.1% | $2,516-93.6% | $11,403-98.6% |