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 3-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 | $76,813 | $158,398-51.5% | $126,539-39.3% | $142,382-46.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.39% | 593.76%-566.4pp | 425.95%-398.6pp | 217.08%-189.7pp |
| Employer contribution / active EE | $4,037 | $4,650-13.2% | $3,674+9.9% | $4,299-6.1% |
| Participant deferral / active EE | $18,280 | $4,767+283.5% | $4,083+347.7% | $6,507+180.9% |
| Admin fee / account holder | $62 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |