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 | $89,842 | $106,515-15.7% | $96,683-7.1% | $139,434-35.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.13% | 38.43%-11.3pp | 35.69%-8.6pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,890 | $4,103-29.5% | $3,737-22.6% | $4,751-39.2% |
| Participant deferral / active EE | $7,130 | $5,454+30.7% | $4,878+46.2% | $6,710+6.3% |
| Admin fee / account holder | $44 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |