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 | $104,344 | $160,055-34.8% | $140,016-25.5% | $135,375-22.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 6.57% | 911.38%-904.8pp | 651.12%-644.5pp | 519.73%-513.2pp |
| Employer contribution / active EE | $1,883 | $6,420-70.7% | $5,606-66.4% | $4,779-60.6% |
| Participant deferral / active EE | $6,422 | $7,642-16.0% | $6,927-7.3% | $5,609+14.5% |
| Admin fee / account holder | $20 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |