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 | $100,105 | $226,064-55.7% | $182,532-45.2% | $152,861-34.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.45% | 192.51%-169.1pp | 148.54%-125.1pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,978 | $4,978-20.1% | $4,076-2.4% | $4,762-16.5% |
| Participant deferral / active EE | $5,192 | $6,368-18.5% | $5,524-6.0% | $5,850-11.3% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |