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 6-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 | $102,501 | $157,256-34.8% | $141,162-27.4% | $152,861-32.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.35% | 64.32%-39.0pp | 71.39%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $12,870 | $5,261+144.6% | $4,735+171.8% | $4,762+170.2% |
| Participant deferral / active EE | $22,000 | $7,109+209.5% | $6,709+227.9% | $5,850+276.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |