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 | $85,287 | $183,963-53.6% | $162,163-47.4% | $152,861-44.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.08% | 150.76%-129.7pp | 115.59%-94.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,582 | $6,371-59.5% | $5,614-54.0% | $4,762-45.8% |
| Participant deferral / active EE | $7,177 | $8,034-10.7% | $7,298-1.7% | $5,850+22.7% |
| Admin fee / account holder | $188 | $13,121-98.6% | $10,843-98.3% | $11,596-98.4% |