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 | $48,855 | $209,411-76.7% | $178,490-72.6% | $158,922-69.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.57% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,207 | $5,706-61.3% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $6,234 | $5,954+4.7% | $5,202+19.8% | $5,982+4.2% |
| Admin fee / account holder | $135 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |