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 | $105,262 | $201,272-47.7% | $184,203-42.9% | $145,922-27.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.45% | 29.00%-9.5pp | 28.81%-9.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $4,507 | $7,022-35.8% | $6,427-29.9% | $4,660-3.3% |
| Participant deferral / active EE | $13,990 | $9,806+42.7% | $9,131+53.2% | $6,688+109.2% |
| Admin fee / account holder | $27 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |