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 3-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 | $86,500 | $177,572-51.3% | $154,803-44.1% | $142,382-39.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.52% | 65.07%-39.5pp | 58.88%-33.4pp | 217.08%-191.6pp |
| Employer contribution / active EE | $6,889 | $4,810+43.2% | $4,305+60.0% | $4,299+60.2% |
| Participant deferral / active EE | $17,422 | $6,272+177.8% | $5,540+214.4% | $6,507+167.7% |
| Admin fee / account holder | $199 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |