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 | $70,189 | $198,466-64.6% | $170,442-58.8% | $147,584-52.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.13% | 257.29%-248.2pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $6,954 | $6,184+12.5% | $5,433+28.0% | $4,876+42.6% |
| Participant deferral / active EE | $3,073 | $5,629-45.4% | $4,939-37.8% | $5,439-43.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |