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 | $89,723 | $198,466-54.8% | $170,442-47.4% | $147,584-39.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.53% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,881 | $6,184-37.2% | $5,433-28.6% | $4,876-20.4% |
| Participant deferral / active EE | $7,964 | $5,629+41.5% | $4,939+61.2% | $5,439+46.4% |
| Admin fee / account holder | $296 | $16,852-98.2% | $13,880-97.9% | $10,885-97.3% |