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 | $69,145 | $74,888-7.7% | $71,209-2.9% | $142,382-51.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.71% | 345.14%-321.4pp | 282.51%-258.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $3,673 | $2,854+28.7% | $2,721+35.0% | $4,299-14.6% |
| Participant deferral / active EE | $10,131 | $4,454+127.4% | $4,175+142.6% | $6,507+55.7% |
| Admin fee / account holder | $142 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |