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 | $59,941 | $209,411-71.4% | $178,490-66.4% | $158,922-62.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.47% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $5,539 | $5,706-2.9% | $5,011+10.5% | $4,761+16.3% |
| Participant deferral / active EE | $3,458 | $5,954-41.9% | $5,202-33.5% | $5,982-42.2% |
| Admin fee / account holder | $293 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |