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 | $50,041 | $209,411-76.1% | $178,490-72.0% | $158,922-68.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.66% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,049 | $5,706-64.1% | $5,011-59.1% | $4,761-57.0% |
| Participant deferral / active EE | $2,421 | $5,954-59.3% | $5,202-53.5% | $5,982-59.5% |
| Admin fee / account holder | $54 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |