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 | $76,790 | $152,587-49.7% | $125,175-38.7% | $152,861-49.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.68% | 54.84%-35.2pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $18,178 | $4,946+267.5% | $3,865+370.3% | $4,762+281.7% |
| Participant deferral / active EE | $13,721 | $5,868+133.8% | $4,937+177.9% | $5,850+134.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |