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 9-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 | $90,276 | $158,817-43.2% | $121,196-25.5% | $135,375-33.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 10.14% | -0.64%+10.8pp | 16.93%-6.8pp | 519.73%-509.6pp |
| Employer contribution / active EE | $729 | $5,665-87.1% | $4,022-81.9% | $4,779-84.7% |
| Participant deferral / active EE | $3,481 | $4,005-13.1% | $3,344+4.1% | $5,609-37.9% |
| Admin fee / account holder | $221 | $6,512-96.6% | $5,019-95.6% | $10,827-98.0% |