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 | $89,291 | $74,888+19.2% | $71,209+25.4% | $142,382-37.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.58% | 345.14%-324.6pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,394 | $2,854+53.9% | $2,721+61.5% | $4,299+2.2% |
| Participant deferral / active EE | $11,276 | $4,454+153.1% | $4,175+170.1% | $6,507+73.3% |
| Admin fee / account holder | $91 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |