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 | $115,017 | $168,632-31.8% | $147,614-22.1% | $125,391-8.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 6.94% | 77.65%-70.7pp | 61.98%-55.0pp | 282.22%-275.3pp |
| Employer contribution / active EE | $17,542 | $6,252+180.6% | $5,564+215.3% | $4,866+260.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5 | $13,580-100.0% | $11,611-100.0% | $9,540-99.9% |