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 | $50,490 | $198,466-74.6% | $170,442-70.4% | $147,584-65.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.72% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,087 | $6,184-66.3% | $5,433-61.6% | $4,876-57.2% |
| Participant deferral / active EE | $5,984 | $5,629+6.3% | $4,939+21.1% | $5,439+10.0% |
| Admin fee / account holder | $55 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |