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 | $78,356 | $159,901-51.0% | $146,958-46.7% | $145,922-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.77% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $12,192 | $5,286+130.6% | $4,933+147.2% | $4,660+161.7% |
| Participant deferral / active EE | $15,095 | $8,428+79.1% | $8,070+87.1% | $6,688+125.7% |
| Admin fee / account holder | $114 | $15,044-99.2% | $12,998-99.1% | $13,397-99.2% |