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 9-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 | $121,362 | $209,411-42.0% | $178,490-32.0% | $158,922-23.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.32% | 188.75%-176.4pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $10,000 | $5,706+75.2% | $5,011+99.6% | $4,761+110.0% |
| Participant deferral / active EE | $12,000 | $5,954+101.5% | $5,202+130.7% | $5,982+100.6% |
| Admin fee / account holder | $82 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |