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 | $108,119 | $210,648-48.7% | $177,989-39.3% | $145,922-25.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.21% | 385.86%-372.6pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $12,145 | $4,565+166.1% | $3,949+207.6% | $4,660+160.7% |
| Participant deferral / active EE | $6,048 | $6,958-13.1% | $6,276-3.6% | $6,688-9.6% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |