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 | $94,207 | $165,335-43.0% | $149,696-37.1% | $158,922-40.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.21% | 348.15%-326.9pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,087 | $5,103-39.5% | $4,644-33.5% | $4,761-35.2% |
| Participant deferral / active EE | $8,134 | $7,181+13.3% | $6,842+18.9% | $5,982+36.0% |
| Admin fee / account holder | $153 | $10,807-98.6% | $9,309-98.4% | $11,246-98.6% |