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 | $101,461 | $157,256-35.5% | $141,162-28.1% | $152,861-33.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.83% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $4,847 | $5,261-7.9% | $4,735+2.4% | $4,762+1.8% |
| Participant deferral / active EE | $9,774 | $7,109+37.5% | $6,709+45.7% | $5,850+67.1% |
| Admin fee / account holder | $102 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |