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 | $142,231 | $198,466-28.3% | $170,442-16.6% | $147,584-3.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.57% | 257.29%-239.7pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,480 | $6,184-43.7% | $5,433-35.9% | $4,876-28.6% |
| Participant deferral / active EE | $6,706 | $5,629+19.1% | $4,939+35.8% | $5,439+23.3% |
| Admin fee / account holder | $198 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |