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 | $81,590 | $117,841-30.8% | $102,423-20.3% | $145,922-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.57% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $11,625 | $3,615+221.6% | $3,023+284.5% | $4,660+149.5% |
| Participant deferral / active EE | $11,686 | $5,731+103.9% | $5,053+131.3% | $6,688+74.7% |
| Admin fee / account holder | $172 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |