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 8-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 | $90,047 | $157,256-42.7% | $141,162-36.2% | $152,861-41.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.44% | 64.32%-43.9pp | 71.39%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $12,196 | $5,261+131.8% | $4,735+157.6% | $4,762+156.1% |
| Participant deferral / active EE | $12,011 | $7,109+69.0% | $6,709+79.0% | $5,850+105.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |