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 | $45,446 | $109,327-58.4% | $89,391-49.2% | $158,922-71.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.88% | 345.68%-336.8pp | 245.62%-236.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $13,954 | $3,170+340.2% | $2,586+439.7% | $4,761+193.1% |
| Participant deferral / active EE | $3,472 | $4,598-24.5% | $3,890-10.8% | $5,982-42.0% |
| Admin fee / account holder | $130 | $6,153-97.9% | $4,881-97.3% | $11,246-98.8% |