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 4-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 | $105,738 | $159,901-33.9% | $146,958-28.0% | $145,922-27.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.61% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,578 | $5,286-70.2% | $4,933-68.0% | $4,660-66.1% |
| Participant deferral / active EE | $23,922 | $8,428+183.8% | $8,070+196.4% | $6,688+257.7% |
| Admin fee / account holder | $140 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |