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 | $100,429 | $209,411-52.0% | $178,490-43.7% | $158,922-36.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 51.24% | 188.75%-137.5pp | 151.07%-99.8pp | 302.83%-251.6pp |
| Employer contribution / active EE | $6,225 | $5,706+9.1% | $5,011+24.2% | $4,761+30.7% |
| Participant deferral / active EE | $7,063 | $5,954+18.6% | $5,202+35.8% | $5,982+18.1% |
| Admin fee / account holder | $23 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |