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 | $94,927 | $177,572-46.5% | $154,803-38.7% | $142,382-33.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.38% | 65.07%-41.7pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,159 | $4,810-55.1% | $4,305-49.9% | $4,299-49.8% |
| Participant deferral / active EE | $7,604 | $6,272+21.2% | $5,540+37.2% | $6,507+16.8% |
| Admin fee / account holder | $13 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |