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 | $116,935 | $183,963-36.4% | $162,163-27.9% | $152,861-23.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.97% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $9,007 | $6,371+41.4% | $5,614+60.4% | $4,762+89.1% |
| Participant deferral / active EE | $8,047 | $8,034+0.2% | $7,298+10.3% | $5,850+37.5% |
| Admin fee / account holder | $71 | $13,121-99.5% | $10,843-99.3% | $11,596-99.4% |