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 | $90,961 | $185,822-51.0% | $169,993-46.5% | $139,434-34.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.15% | 60.50%-36.4pp | 53.37%-29.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $4,720 | $7,590-37.8% | $6,785-30.4% | $4,751-0.7% |
| Participant deferral / active EE | $10,782 | $11,622-7.2% | $10,408+3.6% | $6,710+60.7% |
| Admin fee / account holder | $24 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |