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 | $73,758 | $214,378-65.6% | $200,582-63.2% | $142,382-48.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.95% | 46.41%-20.5pp | 42.33%-16.4pp | 217.08%-191.1pp |
| Employer contribution / active EE | $14,209 | $6,841+107.7% | $6,419+121.4% | $4,299+230.5% |
| Participant deferral / active EE | $11,652 | $9,865+18.1% | $9,331+24.9% | $6,507+79.1% |
| Admin fee / account holder | $255 | $17,692-98.6% | $16,305-98.4% | $12,624-98.0% |