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 | $89,914 | $109,982-18.2% | $97,226-7.5% | $145,922-38.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.92% | 242.90%-232.0pp | 75.13%-64.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,146 | $3,084-62.8% | $2,729-58.0% | $4,660-75.4% |
| Participant deferral / active EE | $1,421 | $4,676-69.6% | $4,264-66.7% | $6,688-78.8% |
| Admin fee / account holder | $146 | $6,221-97.7% | $5,654-97.4% | $13,397-98.9% |