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 | $114,622 | $74,888+53.1% | $71,209+61.0% | $142,382-19.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.13% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,440 | $2,854-14.5% | $2,721-10.3% | $4,299-43.2% |
| Participant deferral / active EE | $5,790 | $4,454+30.0% | $4,175+38.7% | $6,507-11.0% |
| Admin fee / account holder | $143 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |