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 | $81,797 | $96,635-15.4% | $86,612-5.6% | $139,434-41.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.52% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,267 | $3,263-30.5% | $3,022-25.0% | $4,751-52.3% |
| Participant deferral / active EE | $2,734 | $4,836-43.5% | $4,438-38.4% | $6,710-59.3% |
| Admin fee / account holder | $292 | $6,408-95.4% | $5,614-94.8% | $11,403-97.4% |