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 | $85,160 | $198,466-57.1% | $170,442-50.0% | $147,584-42.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.19% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $6,471 | $6,184+4.6% | $5,433+19.1% | $4,876+32.7% |
| Participant deferral / active EE | $3,257 | $5,629-42.1% | $4,939-34.1% | $5,439-40.1% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |