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 | $59,237 | $197,591-70.0% | $177,821-66.7% | $158,922-62.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.63% | 58.76%-30.1pp | 48.32%-19.7pp | 302.83%-274.2pp |
| Employer contribution / active EE | $8,604 | $6,697+28.5% | $5,918+45.4% | $4,761+80.7% |
| Participant deferral / active EE | $12,627 | $8,405+50.2% | $7,714+63.7% | $5,982+111.1% |
| Admin fee / account holder | $262 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |