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 6-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 | $75,032 | $106,515-29.6% | $96,683-22.4% | $139,434-46.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.67% | 38.43%-26.8pp | 35.69%-24.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $9,927 | $4,103+141.9% | $3,737+165.7% | $4,751+108.9% |
| Participant deferral / active EE | $7,933 | $5,454+45.5% | $4,878+62.6% | $6,710+18.2% |
| Admin fee / account holder | $10 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |