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 | $123,246 | $217,402-43.3% | $185,823-33.7% | $167,490-26.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.13% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,832 | $5,873-34.7% | $5,167-25.8% | $4,837-20.8% |
| Participant deferral / active EE | $3,920 | $6,356-38.3% | $5,568-29.6% | $6,341-38.2% |
| Admin fee / account holder | $200 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |