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 | $131,638 | $202,432-35.0% | $169,368-22.3% | $139,434-5.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.08% | 531.74%-506.7pp | 405.60%-380.5pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,322 | $4,692-50.5% | $4,013-42.1% | $4,751-51.1% |
| Participant deferral / active EE | $2,332 | $6,938-66.4% | $6,221-62.5% | $6,710-65.2% |
| Admin fee / account holder | $35 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |