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 | $81,641 | $165,335-50.6% | $149,696-45.5% | $158,922-48.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.07% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,012 | $5,103-60.6% | $4,644-56.7% | $4,761-57.8% |
| Participant deferral / active EE | $6,445 | $7,181-10.3% | $6,842-5.8% | $5,982+7.7% |
| Admin fee / account holder | $167 | $10,807-98.5% | $9,309-98.2% | $11,246-98.5% |