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 | $105,849 | $126,574-16.4% | $106,213-0.3% | $145,922-27.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.71% | 224.79%-211.1pp | 116.14%-102.4pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,540 | $3,730-31.9% | $3,171-19.9% | $4,660-45.5% |
| Participant deferral / active EE | $9,390 | $5,724+64.1% | $5,016+87.2% | $6,688+40.4% |
| Admin fee / account holder | $216 | $17,304-98.8% | $11,033-98.0% | $13,397-98.4% |