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 | $75,841 | $100,773-24.7% | $88,946-14.7% | $142,382-46.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.15% | 70.18%-49.0pp | 57.82%-36.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $960 | $2,918-67.1% | $2,555-62.4% | $4,299-77.7% |
| Participant deferral / active EE | $11,750 | $5,230+124.7% | $4,581+156.5% | $6,507+80.6% |
| Admin fee / account holder | $182 | $9,693-98.1% | $8,261-97.8% | $12,624-98.6% |