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 | $73,567 | $198,466-62.9% | $170,442-56.8% | $147,584-50.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.60% | 257.29%-235.7pp | 205.93%-184.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $7,978 | $6,184+29.0% | $5,433+46.9% | $4,876+63.6% |
| Participant deferral / active EE | $12,713 | $5,629+125.8% | $4,939+157.4% | $5,439+133.7% |
| Admin fee / account holder | $291 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |