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 | $112,627 | $197,591-43.0% | $177,821-36.7% | $158,922-29.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.21% | 58.76%-40.6pp | 48.32%-30.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $9,119 | $6,697+36.2% | $5,918+54.1% | $4,761+91.5% |
| Participant deferral / active EE | $8,680 | $8,405+3.3% | $7,714+12.5% | $5,982+45.1% |
| Admin fee / account holder | $227 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |