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 | $103,299 | $202,432-49.0% | $169,368-39.0% | $139,434-25.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.97% | 531.74%-519.8pp | 405.60%-393.6pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,192 | $4,692-53.3% | $4,013-45.4% | $4,751-53.9% |
| Participant deferral / active EE | $4,496 | $6,938-35.2% | $6,221-27.7% | $6,710-33.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |