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 | $48,815 | $209,411-76.7% | $178,490-72.7% | $158,922-69.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.16% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,074 | $5,706-63.7% | $5,011-58.6% | $4,761-56.4% |
| Participant deferral / active EE | $10,112 | $5,954+69.8% | $5,202+94.4% | $5,982+69.0% |
| Admin fee / account holder | $215 | $17,074-98.7% | $13,984-98.5% | $11,246-98.1% |