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 | $114,429 | $176,056-35.0% | $159,436-28.2% | $167,490-31.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.52% | 331.75%-313.2pp | 263.57%-245.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $3,608 | $5,297-31.9% | $4,829-25.3% | $4,837-25.4% |
| Participant deferral / active EE | $11,625 | $7,750+50.0% | $7,352+58.1% | $6,341+83.3% |
| Admin fee / account holder | $232 | $12,554-98.1% | $10,799-97.8% | $12,309-98.1% |