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 4-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 | $88,634 | $177,572-50.1% | $154,803-42.7% | $142,382-37.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.62% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $9,941 | $4,810+106.7% | $4,305+130.9% | $4,299+131.2% |
| Participant deferral / active EE | $7,866 | $6,272+25.4% | $5,540+42.0% | $6,507+20.9% |
| Admin fee / account holder | $42 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |