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 | $95,583 | $202,318-52.8% | $172,739-44.7% | $152,861-37.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.91% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,884 | $5,856-33.7% | $5,143-24.5% | $4,762-18.4% |
| Participant deferral / active EE | $4,561 | $5,948-23.3% | $5,198-12.3% | $5,850-22.0% |
| Admin fee / account holder | $297 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |