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 | $86,513 | $210,648-58.9% | $177,989-51.4% | $145,922-40.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.68% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,034 | $4,565-55.4% | $3,949-48.5% | $4,660-56.4% |
| Participant deferral / active EE | $12,762 | $6,958+83.4% | $6,276+103.3% | $6,688+90.8% |
| Admin fee / account holder | $111 | $12,013-99.1% | $10,363-98.9% | $13,397-99.2% |