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 | $81,735 | $227,553-64.1% | $189,557-56.9% | $167,490-51.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.02% | 78.40%-60.4pp | 64.17%-46.2pp | 478.56%-460.5pp |
| Employer contribution / active EE | $5,545 | $5,316+4.3% | $4,412+25.7% | $4,837+14.6% |
| Participant deferral / active EE | $17,320 | $7,002+147.4% | $6,174+180.5% | $6,341+173.1% |
| Admin fee / account holder | $273 | $11,878-97.7% | $9,807-97.2% | $12,309-97.8% |