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 | $53,114 | $165,335-67.9% | $149,696-64.5% | $158,922-66.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.28% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,171 | $5,103-37.9% | $4,644-31.7% | $4,761-33.4% |
| Participant deferral / active EE | $7,156 | $7,181-0.4% | $6,842+4.6% | $5,982+19.6% |
| Admin fee / account holder | $109 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |