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 7-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 | $89,910 | $74,888+20.1% | $71,209+26.3% | $142,382-36.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.33% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,270 | $2,854+49.6% | $2,721+56.9% | $4,299-0.7% |
| Participant deferral / active EE | $4,270 | $4,454-4.1% | $4,175+2.3% | $6,507-34.4% |
| Admin fee / account holder | $192 | $5,568-96.6% | $5,349-96.4% | $12,624-98.5% |