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 | $96,993 | $228,332-57.5% | $185,823-47.8% | $158,922-39.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 61.42% | 40.80%+20.6pp | 35.95%+25.5pp | 302.83%-241.4pp |
| Employer contribution / active EE | $33,436 | $4,967+573.2% | $4,087+718.0% | $4,761+602.3% |
| Participant deferral / active EE | $19,500 | $6,415+204.0% | $5,632+246.2% | $5,982+226.0% |
| Admin fee / account holder | $32 | $11,864-99.7% | $9,500-99.7% | $11,246-99.7% |