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 | $72,311 | $157,256-54.0% | $141,162-48.8% | $152,861-52.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.93% | 64.32%-29.4pp | 71.39%-36.5pp | 345.32%-310.4pp |
| Employer contribution / active EE | $23,688 | $5,261+350.3% | $4,735+400.3% | $4,762+397.4% |
| Participant deferral / active EE | $20,999 | $7,109+195.4% | $6,709+213.0% | $5,850+258.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |