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 | $117,448 | $217,402-46.0% | $185,823-36.8% | $167,490-29.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 36.82% | 148.36%-111.5pp | 122.05%-85.2pp | 478.56%-441.7pp |
| Employer contribution / active EE | $2,099 | $5,873-64.3% | $5,167-59.4% | $4,837-56.6% |
| Participant deferral / active EE | $3,535 | $6,356-44.4% | $5,568-36.5% | $6,341-44.3% |
| Admin fee / account holder | $218 | $19,811-98.9% | $16,237-98.7% | $12,309-98.2% |