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 | $181,948 | $90,503+101.0% | $78,689+131.2% | $273,961-33.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 29.17% | 75.60%-46.4pp | 62.18%-33.0pp | 41.45%-12.3pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $574 | $3,901-85.3% | $3,517-83.7% | $5,287-89.1% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,132-99.8% |