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 | $86,297 | $209,832-58.9% | $189,513-54.5% | $167,490-48.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.34% | 748.27%-735.9pp | 555.15%-542.8pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,407 | $6,914-50.7% | $6,162-44.7% | $4,837-29.6% |
| Participant deferral / active EE | $7,527 | $8,935-15.8% | $8,221-8.4% | $6,341+18.7% |
| Admin fee / account holder | $113 | $14,293-99.2% | $12,045-99.1% | $12,309-99.1% |