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 | $80,702 | $217,402-62.9% | $185,823-56.6% | $167,490-51.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.49% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $11,648 | $5,873+98.3% | $5,167+125.4% | $4,837+140.8% |
| Participant deferral / active EE | $8,824 | $6,356+38.8% | $5,568+58.5% | $6,341+39.2% |
| Admin fee / account holder | $25 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |