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 6-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 | $73,411 | $133,922-45.2% | $116,228-36.8% | $142,382-48.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.69% | 147.76%-128.1pp | 90.06%-70.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,309 | $3,446-33.0% | $2,994-22.9% | $4,299-46.3% |
| Participant deferral / active EE | $7,266 | $5,672+28.1% | $4,953+46.7% | $6,507+11.7% |
| Admin fee / account holder | $156 | $14,945-99.0% | $11,989-98.7% | $12,624-98.8% |