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 5-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 | $89,647 | $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 | 25.32% | 348.15%-322.8pp | 276.60%-251.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $10,736 | $5,103+110.4% | $4,644+131.2% | $4,761+125.5% |
| Participant deferral / active EE | $10,594 | $7,181+47.5% | $6,842+54.8% | $5,982+77.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |