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 7-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 | $79,005 | $177,572-55.5% | $154,803-49.0% | $142,382-44.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.56% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $10,819 | $4,810+124.9% | $4,305+151.3% | $4,299+151.7% |
| Participant deferral / active EE | $18,099 | $6,272+188.6% | $5,540+226.7% | $6,507+178.1% |
| Admin fee / account holder | $215 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |