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 | $138,475 | $197,591-29.9% | $177,821-22.1% | $158,922-12.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.36% | 58.76%-34.4pp | 48.32%-24.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $13,262 | $6,697+98.0% | $5,918+124.1% | $4,761+178.6% |
| Participant deferral / active EE | $11,945 | $8,405+42.1% | $7,714+54.8% | $5,982+99.7% |
| Admin fee / account holder | $55 | $15,399-99.6% | $12,427-99.6% | $11,246-99.5% |