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 | $107,243 | $197,591-45.7% | $177,821-39.7% | $158,922-32.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.51% | 58.76%-42.2pp | 48.32%-31.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $13,086 | $6,697+95.4% | $5,918+121.1% | $4,761+174.8% |
| Participant deferral / active EE | $3,250 | $8,405-61.3% | $7,714-57.9% | $5,982-45.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |