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 5-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 | $102,899 | $117,841-12.7% | $102,423+0.5% | $145,922-29.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 28.16% | 31.65%-3.5pp | 29.32%-1.2pp | 561.29%-533.1pp |
| Employer contribution / active EE | $18,445 | $3,615+410.3% | $3,023+510.1% | $4,660+295.9% |
| Participant deferral / active EE | $8,484 | $5,731+48.0% | $5,053+67.9% | $6,688+26.9% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |