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 | $50,976 | $109,413-53.4% | $156,263-67.4% | $84,808-39.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 60.66% | 20.18%+40.5pp | 59.47%+1.2pp | 40.90%+19.8pp |
| Employer contribution / active EE | $8,454 | $2,907+190.8% | $4,333+95.1% | $2,631+221.3% |
| Participant deferral / active EE | $12,753 | $4,590+177.9% | $6,158+107.1% | $4,212+202.8% |
| Admin fee / account holder | $291 | $9,357-96.9% | $14,255-98.0% | $7,344-96.0% |