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 | $152,562 | $209,411-27.1% | $178,490-14.5% | $158,922-4.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.83% | 188.75%-179.9pp | 151.07%-142.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $10,032 | $5,706+75.8% | $5,011+100.2% | $4,761+110.7% |
| Participant deferral / active EE | $8,674 | $5,954+45.7% | $5,202+66.8% | $5,982+45.0% |
| Admin fee / account holder | $67 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |