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 | $68,836 | $183,519-62.5% | $155,509-55.7% | $145,922-52.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.26% | 61.17%-40.9pp | 64.67%-44.4pp | 561.29%-541.0pp |
| Employer contribution / active EE | $9,004 | $5,313+69.5% | $4,672+92.7% | $4,660+93.2% |
| Participant deferral / active EE | $8,000 | $6,462+23.8% | $5,626+42.2% | $6,688+19.6% |
| Admin fee / account holder | $17 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |