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 8-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 | $195,661 | $111,301+75.8% | $112,977+73.2% | $158,922+23.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 18.31% | 26.40%-8.1pp | 24.24%-5.9pp | 302.83%-284.5pp |
| Employer contribution / active EE | $7,622 | $4,471+70.5% | $4,255+79.2% | $4,761+60.1% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,982-100.0% |
| Admin fee / account holder | $38 | $8,392-99.5% | $6,294-99.4% | $11,246-99.7% |