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 | $87,052 | $198,466-56.1% | $170,442-48.9% | $147,584-41.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.70% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,023 | $6,184-67.3% | $5,433-62.8% | $4,876-58.5% |
| Participant deferral / active EE | $6,519 | $5,629+15.8% | $4,939+32.0% | $5,439+19.9% |
| Admin fee / account holder | $299 | $16,852-98.2% | $13,880-97.8% | $10,885-97.3% |