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 3-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 | $85,415 | $74,888+14.1% | $71,209+19.9% | $142,382-40.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.10% | 345.14%-322.0pp | 282.51%-259.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $13,560 | $2,854+375.1% | $2,721+398.4% | $4,299+215.4% |
| Participant deferral / active EE | $13,560 | $4,454+204.4% | $4,175+224.8% | $6,507+108.4% |
| Admin fee / account holder | $140 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |