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 3-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 | $98,255 | $99,877-1.6% | $84,966+15.6% | $145,922-32.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 83.76%-69.3pp | 66.38%-52.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $30,196 | $3,231+834.4% | $2,727+1007.2% | $4,660+548.0% |
| Participant deferral / active EE | $20,750 | $5,291+292.2% | $4,519+359.1% | $6,688+210.3% |
| Admin fee / account holder | $255 | $7,248-96.5% | $6,149-95.9% | $13,397-98.1% |