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 | $86,356 | $214,378-59.7% | $200,582-56.9% | $142,382-39.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 50.03% | 46.41%+3.6pp | 42.33%+7.7pp | 217.08%-167.0pp |
| Employer contribution / active EE | $10,602 | $6,841+55.0% | $6,419+65.2% | $4,299+146.6% |
| Participant deferral / active EE | $20,750 | $9,865+110.3% | $9,331+122.4% | $6,507+218.9% |
| Admin fee / account holder | $49 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |