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 | $108,544 | $165,984-34.6% | $164,813-34.1% | $145,922-25.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.14% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,477 | $5,273-34.1% | $4,341-19.9% | $4,660-25.4% |
| Participant deferral / active EE | $11,096 | $6,959+59.4% | $6,031+84.0% | $6,688+65.9% |
| Admin fee / account holder | $202 | $16,648-98.8% | $12,690-98.4% | $13,397-98.5% |