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 | $89,973 | $165,984-45.8% | $164,813-45.4% | $145,922-38.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.85% | 100.03%-81.2pp | 69.93%-51.1pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,229 | $5,273-38.8% | $4,341-25.6% | $4,660-30.7% |
| Participant deferral / active EE | $11,146 | $6,959+60.2% | $6,031+84.8% | $6,688+66.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |