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 | $62,544 | $217,402-71.2% | $185,823-66.3% | $167,490-62.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.81% | 148.36%-129.5pp | 122.05%-103.2pp | 478.56%-459.7pp |
| Employer contribution / active EE | $10,140 | $5,873+72.6% | $5,167+96.2% | $4,837+109.6% |
| Participant deferral / active EE | $13,000 | $6,356+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $268 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |