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 | $69,196 | $209,411-67.0% | $178,490-61.2% | $158,922-56.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.28% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,654 | $5,706-0.9% | $5,011+12.8% | $4,761+18.8% |
| Participant deferral / active EE | $4,461 | $5,954-25.1% | $5,202-14.2% | $5,982-25.4% |
| Admin fee / account holder | $266 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |