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 10-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 | $90,186 | $102,966-12.4% | $90,281-0.1% | $152,861-41.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.49% | 95.16%-70.7pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,278 | $3,139+4.4% | $2,854+14.8% | $4,762-31.2% |
| Participant deferral / active EE | $8,996 | $4,281+110.1% | $3,885+131.5% | $5,850+53.8% |
| Admin fee / account holder | $117 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |