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 | $103,606 | $217,402-52.3% | $185,823-44.2% | $167,490-38.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.77% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $9,104 | $5,873+55.0% | $5,167+76.2% | $4,837+88.2% |
| Participant deferral / active EE | $3,250 | $6,356-48.9% | $5,568-41.6% | $6,341-48.7% |
| Admin fee / account holder | $183 | $19,811-99.1% | $16,237-98.9% | $12,309-98.5% |