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 | $93,417 | $168,632-44.6% | $147,614-36.7% | $125,391-25.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.92% | 77.65%-76.7pp | 61.98%-61.1pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,267 | $6,252-63.7% | $5,564-59.3% | $4,866-53.4% |
| Participant deferral / active EE | $6,252 | $5,507+13.5% | $4,895+27.7% | $5,352+16.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |