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 | $102,405 | $175,202-41.6% | $149,673-31.6% | $139,434-26.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.12% | 166.71%-140.6pp | 134.42%-108.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $9,575 | $5,474+74.9% | $4,818+98.8% | $4,751+101.6% |
| Participant deferral / active EE | $5,387 | $6,519-17.4% | $5,680-5.2% | $6,710-19.7% |
| Admin fee / account holder | $184 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |