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 | $138,980 | $183,963-24.5% | $162,163-14.3% | $152,861-9.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.02% | 150.76%-136.7pp | 115.59%-101.6pp | 345.32%-331.3pp |
| Employer contribution / active EE | $8,832 | $6,371+38.6% | $5,614+57.3% | $4,762+85.5% |
| Participant deferral / active EE | $12,436 | $8,034+54.8% | $7,298+70.4% | $5,850+112.6% |
| Admin fee / account holder | $247 | $13,121-98.1% | $10,843-97.7% | $11,596-97.9% |