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 | $129,972 | $217,402-40.2% | $185,823-30.1% | $167,490-22.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.33% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $8,357 | $5,873+42.3% | $5,167+61.7% | $4,837+72.8% |
| Participant deferral / active EE | $4,209 | $6,356-33.8% | $5,568-24.4% | $6,341-33.6% |
| Admin fee / account holder | $24 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |