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 | $88,539 | $99,877-11.4% | $84,966+4.2% | $145,922-39.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.01% | 83.76%-73.8pp | 66.38%-56.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $12,262 | $3,231+279.5% | $2,727+349.6% | $4,660+163.2% |
| Participant deferral / active EE | $8,004 | $5,291+51.3% | $4,519+77.1% | $6,688+19.7% |
| Admin fee / account holder | $2 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |