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 | $101,621 | $165,335-38.5% | $149,696-32.1% | $158,922-36.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.26% | 348.15%-328.9pp | 276.60%-257.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $12,777 | $5,103+150.4% | $4,644+175.1% | $4,761+168.4% |
| Participant deferral / active EE | $6,530 | $7,181-9.1% | $6,842-4.6% | $5,982+9.2% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |