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 8-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 | $83,655 | $133,922-37.5% | $116,228-28.0% | $142,382-41.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.52% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,617 | $3,446+92.1% | $2,994+121.0% | $4,299+53.9% |
| Participant deferral / active EE | $14,356 | $5,672+153.1% | $4,953+189.8% | $6,507+120.6% |
| Admin fee / account holder | $291 | $14,945-98.1% | $11,989-97.6% | $12,624-97.7% |