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 8-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 | $82,280 | $112,881-27.1% | $90,951-9.5% | $158,922-48.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.85% | 215.79%-197.9pp | 134.60%-116.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $8,911 | $2,893+208.0% | $2,122+319.9% | $4,761+87.2% |
| Participant deferral / active EE | $16,036 | $4,128+288.5% | $3,373+375.4% | $5,982+168.1% |
| Admin fee / account holder | $49 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |