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 | $100,935 | $74,888+34.8% | $71,209+41.7% | $142,382-29.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.67% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,470 | $2,854+126.7% | $2,721+137.8% | $4,299+50.5% |
| Participant deferral / active EE | $8,519 | $4,454+91.2% | $4,175+104.0% | $6,507+30.9% |
| Admin fee / account holder | $286 | $5,568-94.9% | $5,349-94.7% | $12,624-97.7% |