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 | $124,589 | $165,335-24.6% | $149,696-16.8% | $158,922-21.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.58% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,231 | $5,103-17.1% | $4,644-8.9% | $4,761-11.1% |
| Participant deferral / active EE | $11,435 | $7,181+59.2% | $6,842+67.1% | $5,982+91.2% |
| Admin fee / account holder | $266 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |