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 | $61,898 | $117,841-47.5% | $102,423-39.6% | $145,922-57.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.95% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $8,135 | $3,615+125.1% | $3,023+169.1% | $4,660+74.6% |
| Participant deferral / active EE | $11,367 | $5,731+98.3% | $5,053+125.0% | $6,688+70.0% |
| Admin fee / account holder | $107 | $13,326-99.2% | $9,451-98.9% | $13,397-99.2% |