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 | $88,482 | $138,044-35.9% | $125,339-29.4% | $134,475-34.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | 2.81% | 750.33%-747.5pp | 572.05%-569.2pp | 417.96%-415.2pp |
| Employer contribution / active EE | $5,233 | $5,243-0.2% | $4,814+8.7% | $4,740+10.4% |
| Participant deferral / active EE | $10,875 | $7,799+39.4% | $7,446+46.0% | $6,400+69.9% |
| Admin fee / account holder | $288 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |