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 | $77,282 | $74,888+3.2% | $71,209+8.5% | $142,382-45.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.60% | 345.14%-318.5pp | 282.51%-255.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $7,542 | $2,854+164.2% | $2,721+177.2% | $4,299+75.4% |
| Participant deferral / active EE | $21,291 | $4,454+378.0% | $4,175+409.9% | $6,507+227.2% |
| Admin fee / account holder | $35 | $5,568-99.4% | $5,349-99.3% | $12,624-99.7% |