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 5-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 | $78,635 | $183,519-57.2% | $155,509-49.4% | $145,922-46.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.47% | 61.17%-43.7pp | 64.67%-47.2pp | 561.29%-543.8pp |
| Employer contribution / active EE | $7,812 | $5,313+47.0% | $4,672+67.2% | $4,660+67.6% |
| Participant deferral / active EE | $12,795 | $6,462+98.0% | $5,626+127.4% | $6,688+91.3% |
| Admin fee / account holder | $52 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |