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 | $96,288 | $165,335-41.8% | $149,696-35.7% | $158,922-39.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.84% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $7,706 | $5,103+51.0% | $4,644+65.9% | $4,761+61.8% |
| Participant deferral / active EE | $3,960 | $7,181-44.8% | $6,842-42.1% | $5,982-33.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |