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 | $104,837 | $197,591-46.9% | $177,821-41.0% | $158,922-34.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.22% | 58.76%-25.5pp | 48.32%-15.1pp | 302.83%-269.6pp |
| Employer contribution / active EE | $15,809 | $6,697+136.0% | $5,918+167.1% | $4,761+232.0% |
| Participant deferral / active EE | $8,063 | $8,405-4.1% | $7,714+4.5% | $5,982+34.8% |
| Admin fee / account holder | $11 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |