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 | $112,593 | $148,534-24.2% | $135,903-17.2% | $139,434-19.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.95% | 79.19%-32.2pp | 68.23%-21.3pp | 372.94%-326.0pp |
| Employer contribution / active EE | $3,006 | $5,243-42.7% | $4,856-38.1% | $4,751-36.7% |
| Participant deferral / active EE | $13,104 | $8,100+61.8% | $7,758+68.9% | $6,710+95.3% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |