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 | $96,781 | $109,982-12.0% | $97,226-0.5% | $145,922-33.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.34% | 242.90%-227.6pp | 75.13%-59.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,734 | $3,084-43.8% | $2,729-36.5% | $4,660-62.8% |
| Participant deferral / active EE | $14,214 | $4,676+204.0% | $4,264+233.4% | $6,688+112.5% |
| Admin fee / account holder | $138 | $6,221-97.8% | $5,654-97.6% | $13,397-99.0% |