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 | $97,315 | $175,202-44.5% | $149,673-35.0% | $139,434-30.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.01% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,655 | $5,474-51.5% | $4,818-44.9% | $4,751-44.1% |
| Participant deferral / active EE | $5,700 | $6,519-12.6% | $5,680+0.4% | $6,710-15.1% |
| Admin fee / account holder | $99 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |