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 | $72,085 | $157,256-54.2% | $141,162-48.9% | $152,861-52.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.21% | 64.32%-34.1pp | 71.39%-41.2pp | 345.32%-315.1pp |
| Employer contribution / active EE | $16,267 | $5,261+209.2% | $4,735+243.5% | $4,762+241.6% |
| Participant deferral / active EE | $16,267 | $7,109+128.8% | $6,709+142.5% | $5,850+178.1% |
| Admin fee / account holder | $223 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |