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 7-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 | $109,985 | $114,381-3.8% | $107,525+2.3% | $142,382-22.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.43% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,912 | $4,015+122.0% | $3,754+137.4% | $4,299+107.3% |
| Participant deferral / active EE | $22,170 | $5,564+298.4% | $5,116+333.4% | $6,507+240.7% |
| Admin fee / account holder | $33 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |