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 | $134,227 | $97,757+37.3% | $83,848+60.1% | $135,375-0.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 15.21% | 1287.37%-1272.2pp | 850.88%-835.7pp | 519.73%-504.5pp |
| Employer contribution / active EE | $2,237 | $4,222-47.0% | $3,631-38.4% | $4,779-53.2% |
| Participant deferral / active EE | $5,979 | $4,682+27.7% | $4,082+46.5% | $5,609+6.6% |
| Admin fee / account holder | $278 | $6,674-95.8% | $5,478-94.9% | $10,827-97.4% |