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 | $81,442 | $144,119-43.5% | $117,854-30.9% | $147,584-44.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.84% | 531.15%-515.3pp | 335.08%-319.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $4,073 | $4,896-16.8% | $3,786+7.6% | $4,876-16.5% |
| Participant deferral / active EE | $5,393 | $5,316+1.5% | $4,482+20.3% | $5,439-0.8% |
| Admin fee / account holder | $237 | $10,886-97.8% | $8,020-97.0% | $10,885-97.8% |