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 | $78,533 | $103,376-24.0% | $87,100-9.8% | $152,861-48.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 40.81% | 28.10%+12.7pp | 28.19%+12.6pp | 345.32%-304.5pp |
| Employer contribution / active EE | $5,313 | $3,220+65.0% | $2,521+110.7% | $4,762+11.6% |
| Participant deferral / active EE | $6,310 | $4,778+32.1% | $4,049+55.9% | $5,850+7.9% |
| Admin fee / account holder | $189 | $12,205-98.5% | $7,497-97.5% | $11,596-98.4% |