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 6-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 | $81,204 | $165,335-50.9% | $149,696-45.8% | $158,922-48.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $14,086 | $5,103+176.0% | $4,644+203.3% | $4,761+195.8% |
| Participant deferral / active EE | $7,503 | $7,181+4.5% | $6,842+9.7% | $5,982+25.4% |
| Admin fee / account holder | $84 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |