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 | $84,376 | $165,335-49.0% | $149,696-43.6% | $158,922-46.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 58.75% | 348.15%-289.4pp | 276.60%-217.9pp | 302.83%-244.1pp |
| Employer contribution / active EE | $3,588 | $5,103-29.7% | $4,644-22.7% | $4,761-24.6% |
| Participant deferral / active EE | $7,527 | $7,181+4.8% | $6,842+10.0% | $5,982+25.8% |
| Admin fee / account holder | $292 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |