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 | $65,734 | $148,534-55.7% | $135,903-51.6% | $139,434-52.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.94% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $5,502 | $5,243+4.9% | $4,856+13.3% | $4,751+15.8% |
| Participant deferral / active EE | $8,106 | $8,100+0.1% | $7,758+4.5% | $6,710+20.8% |
| Admin fee / account holder | $43 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |