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 | $82,873 | $198,466-58.2% | $170,442-51.4% | $147,584-43.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 47.56% | 257.29%-209.7pp | 205.93%-158.4pp | 578.55%-531.0pp |
| Employer contribution / active EE | $1,474 | $6,184-76.2% | $5,433-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $3,298 | $5,629-41.4% | $4,939-33.2% | $5,439-39.4% |
| Admin fee / account holder | $275 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |