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 | $83,427 | $144,119-42.1% | $117,854-29.2% | $147,584-43.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.72% | 531.15%-512.4pp | 335.08%-316.4pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,719 | $4,896-3.6% | $3,786+24.6% | $4,876-3.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $78 | $10,886-99.3% | $8,020-99.0% | $10,885-99.3% |