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 | $119,019 | $183,519-35.1% | $155,509-23.5% | $145,922-18.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.65% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,182 | $5,313-58.9% | $4,672-53.3% | $4,660-53.2% |
| Participant deferral / active EE | $7,012 | $6,462+8.5% | $5,626+24.6% | $6,688+4.8% |
| Admin fee / account holder | $248 | $19,313-98.7% | $15,912-98.4% | $13,397-98.2% |