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 | $94,848 | $210,648-55.0% | $177,989-46.7% | $145,922-35.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.36% | 385.86%-364.5pp | 294.48%-273.1pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,283 | $4,565-71.9% | $3,949-67.5% | $4,660-72.5% |
| Participant deferral / active EE | $9,157 | $6,958+31.6% | $6,276+45.9% | $6,688+36.9% |
| Admin fee / account holder | $22 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |