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 | $64,833 | $183,519-64.7% | $155,509-58.3% | $145,922-55.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.76% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $15,975 | $5,313+200.7% | $4,672+241.9% | $4,660+242.8% |
| Participant deferral / active EE | $8,476 | $6,462+31.2% | $5,626+50.7% | $6,688+26.7% |
| Admin fee / account holder | $171 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |