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 | $85,182 | $210,648-59.6% | $177,989-52.1% | $145,922-41.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.62% | 385.86%-356.2pp | 294.48%-264.9pp | 561.29%-531.7pp |
| Employer contribution / active EE | $1,000 | $4,565-78.1% | $3,949-74.7% | $4,660-78.5% |
| Participant deferral / active EE | $16,333 | $6,958+134.8% | $6,276+160.2% | $6,688+144.2% |
| Admin fee / account holder | $69 | $12,013-99.4% | $10,363-99.3% | $13,397-99.5% |