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 | $89,622 | $165,335-45.8% | $149,696-40.1% | $158,922-43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.96% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $15,408 | $5,103+201.9% | $4,644+231.8% | $4,761+223.6% |
| Participant deferral / active EE | $8,454 | $7,181+17.7% | $6,842+23.6% | $5,982+41.3% |
| Admin fee / account holder | $220 | $10,807-98.0% | $9,309-97.6% | $11,246-98.0% |