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 | $74,016 | $185,822-60.2% | $169,993-56.5% | $139,434-46.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.40% | 60.50%-45.1pp | 53.37%-38.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $7,309 | $7,590-3.7% | $6,785+7.7% | $4,751+53.8% |
| Participant deferral / active EE | $3,578 | $11,622-69.2% | $10,408-65.6% | $6,710-46.7% |
| Admin fee / account holder | $218 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |