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 | $93,093 | $183,963-49.4% | $162,163-42.6% | $152,861-39.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.23% | 150.76%-127.5pp | 115.59%-92.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,424 | $6,371-77.6% | $5,614-74.6% | $4,762-70.1% |
| Participant deferral / active EE | $5,754 | $8,034-28.4% | $7,298-21.2% | $5,850-1.6% |
| Admin fee / account holder | $273 | $13,121-97.9% | $10,843-97.5% | $11,596-97.7% |