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 | $73,973 | $95,416-22.5% | $185,823-60.2% | $85,850-13.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.89% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $7,304 | $3,314+120.4% | $5,167+41.4% | $2,565+184.7% |
| Participant deferral / active EE | $3,863 | $3,423+12.8% | $5,568-30.6% | $3,952-2.2% |
| Admin fee / account holder | $175 | $7,213-97.6% | $16,237-98.9% | $6,260-97.2% |