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 6-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 | $72,752 | $114,381-36.4% | $107,525-32.3% | $142,382-48.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.49% | 242.71%-216.2pp | 181.32%-154.8pp | 217.08%-190.6pp |
| Employer contribution / active EE | $4,662 | $4,015+16.1% | $3,754+24.2% | $4,299+8.4% |
| Participant deferral / active EE | $18,100 | $5,564+225.3% | $5,116+253.8% | $6,507+178.1% |
| Admin fee / account holder | $73 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |