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 | $72,196 | $197,591-63.5% | $177,821-59.4% | $158,922-54.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.99% | 58.76%-41.8pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $15,907 | $6,697+137.5% | $5,918+168.8% | $4,761+234.1% |
| Participant deferral / active EE | $9,750 | $8,405+16.0% | $7,714+26.4% | $5,982+63.0% |
| Admin fee / account holder | $178 | $15,399-98.8% | $12,427-98.6% | $11,246-98.4% |