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 9-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 | $87,923 | $197,591-55.5% | $177,821-50.6% | $158,922-44.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.67% | 58.76%-33.1pp | 48.32%-22.6pp | 302.83%-277.2pp |
| Employer contribution / active EE | $4,208 | $6,697-37.2% | $5,918-28.9% | $4,761-11.6% |
| Participant deferral / active EE | $12,783 | $8,405+52.1% | $7,714+65.7% | $5,982+113.7% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |