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 | $69,182 | $197,591-65.0% | $177,821-61.1% | $158,922-56.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.69% | 58.76%-43.1pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,531 | $6,697-47.3% | $5,918-40.3% | $4,761-25.8% |
| Participant deferral / active EE | $26,378 | $8,405+213.8% | $7,714+241.9% | $5,982+340.9% |
| Admin fee / account holder | $94 | $15,399-99.4% | $12,427-99.2% | $11,246-99.2% |