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 | $69,869 | $74,888-6.7% | $71,209-1.9% | $142,382-50.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.65% | 345.14%-322.5pp | 282.51%-259.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $9,902 | $2,854+246.9% | $2,721+263.9% | $4,299+130.3% |
| Participant deferral / active EE | $9,667 | $4,454+117.0% | $4,175+131.5% | $6,507+48.6% |
| Admin fee / account holder | $131 | $5,568-97.6% | $5,349-97.6% | $12,624-99.0% |