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 3-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 | $105,467 | $74,888+40.8% | $71,209+48.1% | $142,382-25.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.59% | 345.14%-323.6pp | 282.51%-260.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $7,845 | $2,854+174.9% | $2,721+188.3% | $4,299+82.5% |
| Participant deferral / active EE | $12,180 | $4,454+173.4% | $4,175+191.7% | $6,507+87.2% |
| Admin fee / account holder | $231 | $5,568-95.8% | $5,349-95.7% | $12,624-98.2% |