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 | $55,909 | $227,553-75.4% | $189,557-70.5% | $167,490-66.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.41% | 78.40%-69.0pp | 64.17%-54.8pp | 478.56%-469.1pp |
| Employer contribution / active EE | $3,116 | $5,316-41.4% | $4,412-29.4% | $4,837-35.6% |
| Participant deferral / active EE | $8,903 | $7,002+27.1% | $6,174+44.2% | $6,341+40.4% |
| Admin fee / account holder | $15 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |