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 8-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 | $86,947 | $129,217-32.7% | $93,406-6.9% | $158,922-45.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 5.73% | 118.21%-112.5pp | 78.05%-72.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $9,539 | $2,711+251.8% | $2,075+359.7% | $4,761+100.3% |
| Participant deferral / active EE | $23,846 | $3,909+510.1% | $3,126+662.9% | $5,982+298.6% |
| Admin fee / account holder | $131 | $7,383-98.2% | $5,230-97.5% | $11,246-98.8% |