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 | $127,237 | $198,466-35.9% | $170,442-25.3% | $147,584-13.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.77% | 257.29%-245.5pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,815 | $6,184-54.5% | $5,433-48.2% | $4,876-42.3% |
| Participant deferral / active EE | $3,818 | $5,629-32.2% | $4,939-22.7% | $5,439-29.8% |
| Admin fee / account holder | $198 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |