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 | $105,198 | $117,841-10.7% | $102,423+2.7% | $145,922-27.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.77% | 31.65%-12.9pp | 29.32%-10.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $12,342 | $3,615+241.4% | $3,023+308.2% | $4,660+164.9% |
| Participant deferral / active EE | $18,890 | $5,731+229.6% | $5,053+273.9% | $6,688+182.5% |
| Admin fee / account holder | $139 | $13,326-99.0% | $9,451-98.5% | $13,397-99.0% |