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 9-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 | $79,606 | $157,256-49.4% | $141,162-43.6% | $152,861-47.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.19% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $23,831 | $5,261+353.0% | $4,735+403.3% | $4,762+400.4% |
| Participant deferral / active EE | $16,500 | $7,109+132.1% | $6,709+145.9% | $5,850+182.0% |
| Admin fee / account holder | $250 | $12,120-97.9% | $10,261-97.6% | $11,596-97.8% |