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 | $111,040 | $144,119-23.0% | $117,854-5.8% | $147,584-24.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.96% | 531.15%-508.2pp | 335.08%-312.1pp | 578.55%-555.6pp |
| Employer contribution / active EE | $18,826 | $4,896+284.5% | $3,786+397.3% | $4,876+286.1% |
| Participant deferral / active EE | $9,683 | $5,316+82.2% | $4,482+116.1% | $5,439+78.0% |
| Admin fee / account holder | $45 | $10,886-99.6% | $8,020-99.4% | $10,885-99.6% |