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 | $108,146 | $165,335-34.6% | $149,696-27.8% | $158,922-32.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.55% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,166 | $5,103-57.5% | $4,644-53.4% | $4,761-54.5% |
| Participant deferral / active EE | $3,557 | $7,181-50.5% | $6,842-48.0% | $5,982-40.5% |
| Admin fee / account holder | $265 | $10,807-97.6% | $9,309-97.2% | $11,246-97.6% |