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 | $37,202 | $209,411-82.2% | $178,490-79.2% | $158,922-76.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.46% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,049 | $5,706-64.1% | $5,011-59.1% | $4,761-57.0% |
| Participant deferral / active EE | $8,539 | $5,954+43.4% | $5,202+64.2% | $5,982+42.7% |
| Admin fee / account holder | $219 | $17,074-98.7% | $13,984-98.4% | $11,246-98.1% |