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 | $85,889 | $183,519-53.2% | $155,509-44.8% | $145,922-41.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.62% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $11,017 | $5,313+107.4% | $4,672+135.8% | $4,660+136.4% |
| Participant deferral / active EE | $22,997 | $6,462+255.9% | $5,626+308.7% | $6,688+243.9% |
| Admin fee / account holder | $102 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |