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 | $101,975 | $165,335-38.3% | $149,696-31.9% | $158,922-35.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.32% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,587 | $5,103-49.3% | $4,644-44.3% | $4,761-45.7% |
| Participant deferral / active EE | $14,016 | $7,181+95.2% | $6,842+104.9% | $5,982+134.3% |
| Admin fee / account holder | $66 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |