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 8-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 | $78,236 | $183,519-57.4% | $155,509-49.7% | $145,922-46.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.75% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $7,144 | $5,313+34.5% | $4,672+52.9% | $4,660+53.3% |
| Participant deferral / active EE | $3,853 | $6,462-40.4% | $5,626-31.5% | $6,688-42.4% |
| Admin fee / account holder | $24 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |