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 4-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 | $84,154 | $102,317-17.8% | $146,958-42.7% | $80,856+4.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.21% | 134.76%-113.6pp | 418.34%-397.1pp | 35.59%-14.4pp |
| Employer contribution / active EE | $6,927 | $3,713+86.6% | $4,933+40.4% | $2,755+151.5% |
| Participant deferral / active EE | $12,321 | $6,644+85.5% | $8,070+52.7% | $4,296+186.8% |
| Admin fee / account holder | $112 | $7,941-98.6% | $12,998-99.1% | $6,918-98.4% |