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 | $90,644 | $226,064-59.9% | $182,532-50.3% | $152,861-40.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.66% | 192.51%-171.8pp | 148.54%-127.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,939 | $4,978-0.8% | $4,076+21.2% | $4,762+3.7% |
| Participant deferral / active EE | $10,551 | $6,368+65.7% | $5,524+91.0% | $5,850+80.3% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |