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 | $74,201 | $111,724-33.6% | $93,606-20.7% | $145,922-49.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.64% | 202.98%-179.3pp | 133.20%-109.6pp | 561.29%-537.6pp |
| Employer contribution / active EE | $2,352 | $3,090-23.9% | $2,420-2.8% | $4,660-49.5% |
| Participant deferral / active EE | $6,534 | $4,912+33.0% | $4,411+48.1% | $6,688-2.3% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |