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 | $89,577 | $133,922-33.1% | $116,228-22.9% | $142,382-37.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.73% | 147.76%-126.0pp | 90.06%-68.3pp | 217.08%-195.3pp |
| Employer contribution / active EE | $11,086 | $3,446+221.7% | $2,994+270.2% | $4,299+157.9% |
| Participant deferral / active EE | $22,488 | $5,672+296.5% | $4,953+354.0% | $6,507+245.6% |
| Admin fee / account holder | $110 | $14,945-99.3% | $11,989-99.1% | $12,624-99.1% |