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 10-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 | $56,344 | $99,020-43.1% | $86,590-34.9% | $147,584-61.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.25% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $5,153 | $3,132+64.5% | $2,839+81.5% | $4,876+5.7% |
| Participant deferral / active EE | $1,718 | $3,972-56.8% | $3,609-52.4% | $5,439-68.4% |
| Admin fee / account holder | $280 | $5,710-95.1% | $4,906-94.3% | $10,885-97.4% |