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 | $83,426 | $214,378-61.1% | $200,582-58.4% | $142,382-41.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.70% | 46.41%-21.7pp | 42.33%-17.6pp | 217.08%-192.4pp |
| Employer contribution / active EE | $17,247 | $6,841+152.1% | $6,419+168.7% | $4,299+301.2% |
| Participant deferral / active EE | $22,193 | $9,865+125.0% | $9,331+137.8% | $6,507+241.0% |
| Admin fee / account holder | $225 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |