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 | $101,987 | $198,466-48.6% | $170,442-40.2% | $147,584-30.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.86% | 257.29%-236.4pp | 205.93%-185.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $6,038 | $6,184-2.4% | $5,433+11.1% | $4,876+23.8% |
| Participant deferral / active EE | $2,906 | $5,629-48.4% | $4,939-41.2% | $5,439-46.6% |
| Admin fee / account holder | $225 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |