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 | $84,992 | $157,256-46.0% | $141,162-39.8% | $152,861-44.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.78% | 64.32%-35.5pp | 71.39%-42.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $5,193 | $5,261-1.3% | $4,735+9.7% | $4,762+9.0% |
| Participant deferral / active EE | $15,126 | $7,109+112.8% | $6,709+125.5% | $5,850+158.6% |
| Admin fee / account holder | $265 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |