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 | $68,246 | $198,466-65.6% | $170,442-60.0% | $147,584-53.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.82% | 257.29%-235.5pp | 205.93%-184.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $5,095 | $6,184-17.6% | $5,433-6.2% | $4,876+4.5% |
| Participant deferral / active EE | $4,066 | $5,629-27.8% | $4,939-17.7% | $5,439-25.2% |
| Admin fee / account holder | $65 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |