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 | $68,251 | $209,411-67.4% | $178,490-61.8% | $158,922-57.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.54% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $6,657 | $5,706+16.7% | $5,011+32.9% | $4,761+39.8% |
| Participant deferral / active EE | $3,492 | $5,954-41.4% | $5,202-32.9% | $5,982-41.6% |
| Admin fee / account holder | $23 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |