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 4-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 | $80,114 | $214,378-62.6% | $200,582-60.1% | $142,382-43.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.08% | 46.41%-16.3pp | 42.33%-12.2pp | 217.08%-187.0pp |
| Employer contribution / active EE | $13,516 | $6,841+97.6% | $6,419+110.6% | $4,299+214.4% |
| Participant deferral / active EE | $7,736 | $9,865-21.6% | $9,331-17.1% | $6,507+18.9% |
| Admin fee / account holder | $30 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |