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 | $129,209 | $209,411-38.3% | $178,490-27.6% | $158,922-18.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.96% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,007 | $5,706-64.8% | $5,011-60.0% | $4,761-57.9% |
| Participant deferral / active EE | $7,123 | $5,954+19.6% | $5,202+36.9% | $5,982+19.1% |
| Admin fee / account holder | $61 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |