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 | $69,084 | $209,411-67.0% | $178,490-61.3% | $158,922-56.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.93% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,823 | $5,706-33.0% | $5,011-23.7% | $4,761-19.7% |
| Participant deferral / active EE | $4,534 | $5,954-23.9% | $5,202-12.8% | $5,982-24.2% |
| Admin fee / account holder | $102 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |