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 | $77,098 | $74,888+3.0% | $71,209+8.3% | $142,382-45.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.88% | 345.14%-323.3pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $11,432 | $2,854+300.5% | $2,721+320.1% | $4,299+165.9% |
| Participant deferral / active EE | $17,493 | $4,454+292.7% | $4,175+319.0% | $6,507+168.8% |
| Admin fee / account holder | $135 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |