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 9-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 | $96,882 | $108,919-11.1% | $100,391-3.5% | $145,922-33.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.88% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,465 | $4,419-21.6% | $3,942-12.1% | $4,660-25.6% |
| Participant deferral / active EE | $11,130 | $8,445+31.8% | $8,082+37.7% | $6,688+66.4% |
| Admin fee / account holder | $278 | $9,689-97.1% | $7,899-96.5% | $13,397-97.9% |