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 | $53,358 | $202,318-73.6% | $172,739-69.1% | $152,861-65.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.38% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-326.9pp |
| Employer contribution / active EE | $5,556 | $5,856-5.1% | $5,143+8.0% | $4,762+16.7% |
| Participant deferral / active EE | $4,956 | $5,948-16.7% | $5,198-4.6% | $5,850-15.3% |
| Admin fee / account holder | $190 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |