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 9-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 | $88,537 | $209,411-57.7% | $178,490-50.4% | $158,922-44.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.53% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $11,077 | $5,706+94.1% | $5,011+121.1% | $4,761+132.7% |
| Participant deferral / active EE | $11,641 | $5,954+95.5% | $5,202+123.8% | $5,982+94.6% |
| Admin fee / account holder | $179 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |