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 | $100,231 | $103,376-3.0% | $87,100+15.1% | $152,861-34.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.07% | 28.10%-4.0pp | 28.19%-4.1pp | 345.32%-321.2pp |
| Employer contribution / active EE | $6,650 | $3,220+106.5% | $2,521+163.8% | $4,762+39.6% |
| Participant deferral / active EE | $7,774 | $4,778+62.7% | $4,049+92.0% | $5,850+32.9% |
| Admin fee / account holder | $116 | $12,205-99.0% | $7,497-98.4% | $11,596-99.0% |