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 | $86,112 | $209,411-58.9% | $178,490-51.8% | $158,922-45.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.00% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $5,070 | $5,706-11.1% | $5,011+1.2% | $4,761+6.5% |
| Participant deferral / active EE | $3,178 | $5,954-46.6% | $5,202-38.9% | $5,982-46.9% |
| Admin fee / account holder | $153 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |