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 | $97,587 | $177,572-45.0% | $154,803-37.0% | $142,382-31.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.12% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,739 | $4,810-22.3% | $4,305-13.2% | $4,299-13.0% |
| Participant deferral / active EE | $5,409 | $6,272-13.8% | $5,540-2.4% | $6,507-16.9% |
| Admin fee / account holder | $130 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |