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 6-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 | $81,157 | $175,202-53.7% | $149,673-45.8% | $139,434-41.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.02% | 166.71%-143.7pp | 134.42%-111.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $19,046 | $5,474+247.9% | $4,818+295.3% | $4,751+300.9% |
| Participant deferral / active EE | $11,569 | $6,519+77.5% | $5,680+103.7% | $6,710+72.4% |
| Admin fee / account holder | $26 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |