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 | $109,764 | $144,119-23.8% | $117,854-6.9% | $147,584-25.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.66% | 531.15%-515.5pp | 335.08%-319.4pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,455 | $4,896-29.4% | $3,786-8.7% | $4,876-29.1% |
| Participant deferral / active EE | $11,485 | $5,316+116.1% | $4,482+156.3% | $5,439+111.2% |
| Admin fee / account holder | $4 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |