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 9-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 | $59,472 | $209,411-71.6% | $178,490-66.7% | $158,922-62.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.51% | 188.75%-157.2pp | 151.07%-119.6pp | 302.83%-271.3pp |
| Employer contribution / active EE | $2,700 | $5,706-52.7% | $5,011-46.1% | $4,761-43.3% |
| Participant deferral / active EE | $18,500 | $5,954+210.7% | $5,202+255.7% | $5,982+209.3% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |