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 | $71,794 | $159,901-55.1% | $146,958-51.1% | $145,922-50.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.74% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $9,185 | $5,286+73.8% | $4,933+86.2% | $4,660+97.1% |
| Participant deferral / active EE | $23,379 | $8,428+177.4% | $8,070+189.7% | $6,688+249.6% |
| Admin fee / account holder | $95 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |