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 | $80,764 | $209,411-61.4% | $178,490-54.8% | $158,922-49.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.91% | 188.75%-162.8pp | 151.07%-125.2pp | 302.83%-276.9pp |
| Employer contribution / active EE | $13,470 | $5,706+136.0% | $5,011+168.8% | $4,761+182.9% |
| Participant deferral / active EE | $7,315 | $5,954+22.9% | $5,202+40.6% | $5,982+22.3% |
| Admin fee / account holder | $131 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |