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 | $56,691 | $183,519-69.1% | $155,509-63.5% | $145,922-61.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.68% | 61.17%-31.5pp | 64.67%-35.0pp | 561.29%-531.6pp |
| Employer contribution / active EE | $13,533 | $5,313+154.7% | $4,672+189.6% | $4,660+190.4% |
| Participant deferral / active EE | $12,319 | $6,462+90.6% | $5,626+119.0% | $6,688+84.2% |
| Admin fee / account holder | $69 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |