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 | $59,404 | $185,822-68.0% | $169,993-65.1% | $139,434-57.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.66% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $7,048 | $7,590-7.1% | $6,785+3.9% | $4,751+48.4% |
| Participant deferral / active EE | $11,561 | $11,622-0.5% | $10,408+11.1% | $6,710+72.3% |
| Admin fee / account holder | $265 | $15,381-98.3% | $12,815-97.9% | $11,403-97.7% |