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 | $72,464 | $114,381-36.6% | $107,525-32.6% | $142,382-49.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.33% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $12,968 | $4,015+223.0% | $3,754+245.5% | $4,299+201.7% |
| Participant deferral / active EE | $7,376 | $5,564+32.6% | $5,116+44.2% | $6,507+13.3% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |