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 | $124,372 | $209,832-40.7% | $189,513-34.4% | $167,490-25.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.85% | 748.27%-720.4pp | 555.15%-527.3pp | 478.56%-450.7pp |
| Employer contribution / active EE | $8,356 | $6,914+20.9% | $6,162+35.6% | $4,837+72.7% |
| Participant deferral / active EE | $6,728 | $8,935-24.7% | $8,221-18.2% | $6,341+6.1% |
| Admin fee / account holder | $245 | $14,293-98.3% | $12,045-98.0% | $12,309-98.0% |