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 5-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 | $68,816 | $167,484-58.9% | $151,611-54.6% | $134,475-48.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.87% | 7.80%-18.7pp | 3.33%-14.2pp | 417.96%-428.8pp |
| Employer contribution / active EE | $26,827 | $6,829+292.8% | $6,166+335.1% | $4,740+466.0% |
| Participant deferral / active EE | $9,750 | $8,986+8.5% | $8,363+16.6% | $6,400+52.4% |
| Admin fee / account holder | $289 | $13,783-97.9% | $11,616-97.5% | $11,426-97.5% |