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 | $79,164 | $118,680-33.3% | $98,907-20.0% | $158,922-50.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 107.09% | 372.35%-265.3pp | 196.43%-89.3pp | 302.83%-195.7pp |
| Employer contribution / active EE | $2,768 | $3,333-16.9% | $2,689+3.0% | $4,761-41.9% |
| Participant deferral / active EE | $7,593 | $5,088+49.2% | $4,244+78.9% | $5,982+26.9% |
| Admin fee / account holder | $285 | $10,131-97.2% | $6,642-95.7% | $11,246-97.5% |