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 | $100,337 | $99,079+1.3% | $77,999+28.6% | $273,961-63.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.61% | 217.93%-212.3pp | 425.96%-420.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $19,515 | $3,308+490.0% | $2,470+690.1% | $4,869+300.8% |
| Participant deferral / active EE | $3,354 | $4,306-22.1% | $3,497-4.1% | $5,287-36.6% |
| Admin fee / account holder | $188 | $8,954-97.9% | $5,480-96.6% | $10,132-98.1% |