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 | $62,074 | $197,591-68.6% | $177,821-65.1% | $158,922-60.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.98% | 58.76%-43.8pp | 48.32%-33.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,860 | $6,697-72.2% | $5,918-68.6% | $4,761-60.9% |
| Participant deferral / active EE | $6,265 | $8,405-25.5% | $7,714-18.8% | $5,982+4.7% |
| Admin fee / account holder | $141 | $15,399-99.1% | $12,427-98.9% | $11,246-98.7% |