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 7-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 | $85,082 | $157,256-45.9% | $141,162-39.7% | $152,861-44.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 72.21% | 64.32%+7.9pp | 71.39%+0.8pp | 345.32%-273.1pp |
| Employer contribution / active EE | $15,863 | $5,261+201.5% | $4,735+235.0% | $4,762+233.1% |
| Participant deferral / active EE | $15,687 | $7,109+120.7% | $6,709+133.8% | $5,850+168.1% |
| Admin fee / account holder | $136 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |