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 | $131,226 | $209,411-37.3% | $178,490-26.5% | $158,922-17.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.99% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $6,520 | $5,706+14.3% | $5,011+30.1% | $4,761+36.9% |
| Participant deferral / active EE | $8,667 | $5,954+45.6% | $5,202+66.6% | $5,982+44.9% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |