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 | $125,460 | $198,466-36.8% | $170,442-26.4% | $147,584-15.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.84% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $25,587 | $6,184+313.8% | $5,433+371.0% | $4,876+424.7% |
| Participant deferral / active EE | $14,287 | $5,629+153.8% | $4,939+189.2% | $5,439+162.7% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |