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 10-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 | $115,052 | $226,064-49.1% | $182,532-37.0% | $152,861-24.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.10% | 192.51%-175.4pp | 148.54%-131.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $24,673 | $4,978+395.6% | $4,076+505.3% | $4,762+418.1% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $130 | $10,703-98.8% | $8,592-98.5% | $11,596-98.9% |