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 | $71,194 | $176,056-59.6% | $159,436-55.3% | $167,490-57.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.41% | 331.75%-317.3pp | 263.57%-249.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $6,818 | $5,297+28.7% | $4,829+41.2% | $4,837+40.9% |
| Participant deferral / active EE | $3,948 | $7,750-49.1% | $7,352-46.3% | $6,341-37.7% |
| Admin fee / account holder | $259 | $12,554-97.9% | $10,799-97.6% | $12,309-97.9% |