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 5-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 | $87,829 | $109,982-20.1% | $97,226-9.7% | $145,922-39.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.83% | 242.90%-220.1pp | 75.13%-52.3pp | 561.29%-538.5pp |
| Employer contribution / active EE | $3,184 | $3,084+3.2% | $2,729+16.7% | $4,660-31.7% |
| Participant deferral / active EE | $14,160 | $4,676+202.8% | $4,264+232.1% | $6,688+111.7% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |