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 | $79,398 | $112,096-29.2% | $95,952-17.3% | $158,922-50.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.59% | 171.09%-147.5pp | 91.61%-68.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,237 | $3,198-30.1% | $2,541-12.0% | $4,761-53.0% |
| Participant deferral / active EE | $12,000 | $4,784+150.8% | $4,167+188.0% | $5,982+100.6% |
| Admin fee / account holder | $17 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |