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 | $106,558 | $165,335-35.6% | $149,696-28.8% | $158,922-32.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.79% | 348.15%-311.4pp | 276.60%-239.8pp | 302.83%-266.0pp |
| Employer contribution / active EE | $3,719 | $5,103-27.1% | $4,644-19.9% | $4,761-21.9% |
| Participant deferral / active EE | $12,248 | $7,181+70.6% | $6,842+79.0% | $5,982+104.7% |
| Admin fee / account holder | $198 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |