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 5-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 | $64,483 | $156,846-58.9% | $121,098-46.8% | $139,434-53.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.81% | 1474.56%-1451.7pp | 985.75%-962.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $23,462 | $5,536+323.8% | $4,164+463.5% | $4,751+393.9% |
| Participant deferral / active EE | $8,257 | $4,844+70.5% | $4,080+102.4% | $6,710+23.1% |
| Admin fee / account holder | $274 | $6,946-96.1% | $5,644-95.1% | $11,403-97.6% |