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 | $116,982 | $54,705+113.8% | $71,209+64.3% | $84,808+37.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.10% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,349 | $2,158+8.9% | $2,721-13.7% | $2,631-10.7% |
| Participant deferral / active EE | $7,674 | $3,030+153.2% | $4,175+83.8% | $4,212+82.2% |
| Admin fee / account holder | $1 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |