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 | $81,802 | $209,411-60.9% | $178,490-54.2% | $158,922-48.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.70% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,613 | $5,706-71.7% | $5,011-67.8% | $4,761-66.1% |
| Participant deferral / active EE | $2,575 | $5,954-56.7% | $5,202-50.5% | $5,982-56.9% |
| Admin fee / account holder | $269 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |