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 | $96,802 | $133,922-27.7% | $116,228-16.7% | $142,382-32.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.70% | 147.76%-131.1pp | 90.06%-73.4pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,862 | $3,446-16.9% | $2,994-4.4% | $4,299-33.4% |
| Participant deferral / active EE | $2,871 | $5,672-49.4% | $4,953-42.0% | $6,507-55.9% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |