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 | $67,790 | $209,411-67.6% | $178,490-62.0% | $158,922-57.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.96% | 188.75%-155.8pp | 151.07%-118.1pp | 302.83%-269.9pp |
| Employer contribution / active EE | $1,601 | $5,706-71.9% | $5,011-68.0% | $4,761-66.4% |
| Participant deferral / active EE | $6,815 | $5,954+14.5% | $5,202+31.0% | $5,982+13.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |