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 7-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 | $90,151 | $157,256-42.7% | $141,162-36.1% | $152,861-41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.61% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $15,271 | $5,261+190.3% | $4,735+222.5% | $4,762+220.7% |
| Participant deferral / active EE | $12,060 | $7,109+69.6% | $6,709+79.8% | $5,850+106.1% |
| Admin fee / account holder | $297 | $12,120-97.6% | $10,261-97.1% | $11,596-97.4% |