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 | $98,934 | $96,305+2.7% | $80,569+22.8% | $139,434-29.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.16% | 1350.08%-1336.9pp | 935.43%-922.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,395 | $3,262-26.6% | $2,723-12.1% | $4,751-49.6% |
| Participant deferral / active EE | $6,450 | $5,232+23.3% | $4,447+45.0% | $6,710-3.9% |
| Admin fee / account holder | $276 | $6,599-95.8% | $5,377-94.9% | $11,403-97.6% |