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 | $116,368 | $209,411-44.4% | $178,490-34.8% | $158,922-26.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.06% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $9,189 | $5,706+61.0% | $5,011+83.4% | $4,761+93.0% |
| Participant deferral / active EE | $10,640 | $5,954+78.7% | $5,202+104.6% | $5,982+77.9% |
| Admin fee / account holder | $58 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |