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 | $131,441 | $210,648-37.6% | $177,989-26.2% | $145,922-9.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.71% | 385.86%-378.1pp | 294.48%-286.8pp | 561.29%-553.6pp |
| Employer contribution / active EE | $23,786 | $4,565+421.1% | $3,949+502.4% | $4,660+410.5% |
| Participant deferral / active EE | $7,667 | $6,958+10.2% | $6,276+22.2% | $6,688+14.6% |
| Admin fee / account holder | $12 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |