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 | $78,497 | $165,335-52.5% | $149,696-47.6% | $158,922-50.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.85% | 348.15%-323.3pp | 276.60%-251.7pp | 302.83%-278.0pp |
| Employer contribution / active EE | $8,546 | $5,103+67.5% | $4,644+84.0% | $4,761+79.5% |
| Participant deferral / active EE | $5,801 | $7,181-19.2% | $6,842-15.2% | $5,982-3.0% |
| Admin fee / account holder | $166 | $10,807-98.5% | $9,309-98.2% | $11,246-98.5% |