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 | $113,290 | $198,466-42.9% | $170,442-33.5% | $147,584-23.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.43% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $8,548 | $6,184+38.2% | $5,433+57.3% | $4,876+75.3% |
| Participant deferral / active EE | $5,547 | $5,629-1.5% | $4,939+12.3% | $5,439+2.0% |
| Admin fee / account holder | $60 | $16,852-99.6% | $13,880-99.6% | $10,885-99.5% |