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 | $104,967 | $183,963-42.9% | $162,163-35.3% | $152,861-31.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.90% | 150.76%-121.9pp | 115.59%-86.7pp | 345.32%-316.4pp |
| Employer contribution / active EE | $6,750 | $6,371+6.0% | $5,614+20.2% | $4,762+41.7% |
| Participant deferral / active EE | $13,818 | $8,034+72.0% | $7,298+89.3% | $5,850+136.2% |
| Admin fee / account holder | $209 | $13,121-98.4% | $10,843-98.1% | $11,596-98.2% |