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 9-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 | $117,072 | $107,334+9.1% | $92,893+26.0% | $152,861-23.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.45% | 145.58%-113.1pp | 109.41%-77.0pp | 345.32%-312.9pp |
| Employer contribution / active EE | $2,462 | $4,221-41.7% | $3,653-32.6% | $4,762-48.3% |
| Participant deferral / active EE | $5,140 | $4,845+6.1% | $4,236+21.3% | $5,850-12.1% |
| Admin fee / account holder | $263 | $7,079-96.3% | $5,794-95.5% | $11,596-97.7% |