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 4-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 | $71,958 | $165,984-56.6% | $164,813-56.3% | $145,922-50.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 10.27% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.0pp |
| Employer contribution / active EE | $10,304 | $5,273+95.4% | $4,341+137.4% | $4,660+121.1% |
| Participant deferral / active EE | $9,934 | $6,959+42.8% | $6,031+64.7% | $6,688+48.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |