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 | $77,975 | $162,781-52.1% | $133,956-41.8% | $158,922-50.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.34% | 41.94%-14.6pp | 45.09%-17.8pp | 302.83%-275.5pp |
| Employer contribution / active EE | $16,431 | $4,975+230.2% | $3,919+319.3% | $4,761+245.1% |
| Participant deferral / active EE | $17,569 | $5,911+197.2% | $5,048+248.1% | $5,982+193.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |