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 | $108,658 | $209,411-48.1% | $178,490-39.1% | $158,922-31.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.91% | 188.75%-180.8pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $3,423 | $5,706-40.0% | $5,011-31.7% | $4,761-28.1% |
| Participant deferral / active EE | $2,317 | $5,954-61.1% | $5,202-55.5% | $5,982-61.3% |
| Admin fee / account holder | $55 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |