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 | $116,124 | $176,056-34.0% | $159,436-27.2% | $167,490-30.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.24% | 331.75%-310.5pp | 263.57%-242.3pp | 478.56%-457.3pp |
| Employer contribution / active EE | $14,075 | $5,297+165.7% | $4,829+191.4% | $4,837+190.9% |
| Participant deferral / active EE | $17,026 | $7,750+119.7% | $7,352+131.6% | $6,341+168.5% |
| Admin fee / account holder | $89 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |