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 8-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 | $90,489 | $185,822-51.3% | $169,993-46.8% | $139,434-35.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.60% | 60.50%-42.9pp | 53.37%-35.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,076 | $7,590-46.3% | $6,785-39.9% | $4,751-14.2% |
| Participant deferral / active EE | $6,978 | $11,622-40.0% | $10,408-33.0% | $6,710+4.0% |
| Admin fee / account holder | $28 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |