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 9-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 | $50,005 | $209,411-76.1% | $178,490-72.0% | $158,922-68.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.97% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,282 | $5,706-60.0% | $5,011-54.4% | $4,761-52.1% |
| Participant deferral / active EE | $7,141 | $5,954+19.9% | $5,202+37.3% | $5,982+19.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |