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 | $60,188 | $209,411-71.3% | $178,490-66.3% | $158,922-62.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.96% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $4,419 | $5,706-22.6% | $5,011-11.8% | $4,761-7.2% |
| Participant deferral / active EE | $8,539 | $5,954+43.4% | $5,202+64.2% | $5,982+42.7% |
| Admin fee / account holder | $238 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |