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 | $136,477 | $202,318-32.5% | $172,739-21.0% | $152,861-10.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.06% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,909 | $5,856-33.2% | $5,143-24.0% | $4,762-17.9% |
| Participant deferral / active EE | $8,892 | $5,948+49.5% | $5,198+71.1% | $5,850+52.0% |
| Admin fee / account holder | $265 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |