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 | $87,096 | $159,901-45.5% | $146,958-40.7% | $145,922-40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.04% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,937 | $5,286-25.5% | $4,933-20.2% | $4,660-15.5% |
| Participant deferral / active EE | $8,996 | $8,428+6.7% | $8,070+11.5% | $6,688+34.5% |
| Admin fee / account holder | $141 | $15,044-99.1% | $12,998-98.9% | $13,397-98.9% |