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 9-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 | $54,649 | $209,411-73.9% | $178,490-69.4% | $158,922-65.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.17% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,181 | $5,706-79.3% | $5,011-76.4% | $4,761-75.2% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $216 | $17,074-98.7% | $13,984-98.5% | $11,246-98.1% |