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 6-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 | $73,901 | $93,571-21.0% | $135,903-45.6% | $75,163-1.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.55% | 30.90%+1.6pp | 68.23%-35.7pp | 160.62%-128.1pp |
| Employer contribution / active EE | $9,177 | $3,537+159.5% | $4,856+89.0% | $2,670+243.7% |
| Participant deferral / active EE | $8,241 | $6,404+28.7% | $7,758+6.2% | $4,125+99.8% |
| Admin fee / account holder | $148 | $6,975-97.9% | $10,762-98.6% | $5,651-97.4% |