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 | $89,939 | $217,402-58.6% | $185,823-51.6% | $167,490-46.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.09% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $8,373 | $5,873+42.6% | $5,167+62.0% | $4,837+73.1% |
| Participant deferral / active EE | $4,624 | $6,356-27.3% | $5,568-17.0% | $6,341-27.1% |
| Admin fee / account holder | $218 | $19,811-98.9% | $16,237-98.7% | $12,309-98.2% |