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 | $82,096 | $209,411-60.8% | $178,490-54.0% | $158,922-48.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.27% | 188.75%-181.5pp | 151.07%-143.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $6,219 | $5,706+9.0% | $5,011+24.1% | $4,761+30.6% |
| Participant deferral / active EE | $8,779 | $5,954+47.4% | $5,202+68.8% | $5,982+46.8% |
| Admin fee / account holder | $22 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |