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 | $79,140 | $198,466-60.1% | $170,442-53.6% | $147,584-46.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.07% | 257.29%-229.2pp | 205.93%-177.9pp | 578.55%-550.5pp |
| Employer contribution / active EE | $2,713 | $6,184-56.1% | $5,433-50.1% | $4,876-44.4% |
| Participant deferral / active EE | $9,650 | $5,629+71.4% | $4,939+95.4% | $5,439+77.4% |
| Admin fee / account holder | $227 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |