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 | $127,909 | $176,056-27.3% | $159,436-19.8% | $167,490-23.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.95% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,522 | $5,297-52.4% | $4,829-47.8% | $4,837-47.9% |
| Participant deferral / active EE | $2,870 | $7,750-63.0% | $7,352-61.0% | $6,341-54.7% |
| Admin fee / account holder | $180 | $12,554-98.6% | $10,799-98.3% | $12,309-98.5% |