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 | $83,652 | $74,888+11.7% | $71,209+17.5% | $142,382-41.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.81% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,501 | $2,854+127.8% | $2,721+138.9% | $4,299+51.2% |
| Participant deferral / active EE | $8,465 | $4,454+90.0% | $4,175+102.7% | $6,507+30.1% |
| Admin fee / account holder | $139 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |