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 | $122,208 | $198,466-38.4% | $170,442-28.3% | $147,584-17.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.42% | 257.29%-235.9pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $7,347 | $6,184+18.8% | $5,433+35.2% | $4,876+50.7% |
| Participant deferral / active EE | $5,908 | $5,629+5.0% | $4,939+19.6% | $5,439+8.6% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |