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 | $72,693 | $126,574-42.6% | $106,213-31.6% | $145,922-50.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.24% | 224.79%-211.5pp | 116.14%-102.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,459 | $3,730-7.3% | $3,171+9.1% | $4,660-25.8% |
| Participant deferral / active EE | $9,373 | $5,724+63.8% | $5,016+86.9% | $6,688+40.2% |
| Admin fee / account holder | $246 | $17,304-98.6% | $11,033-97.8% | $13,397-98.2% |