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 | $84,381 | $209,411-59.7% | $178,490-52.7% | $158,922-46.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.91% | 188.75%-167.8pp | 151.07%-130.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $4,738 | $5,706-17.0% | $5,011-5.4% | $4,761-0.5% |
| Participant deferral / active EE | $5,078 | $5,954-14.7% | $5,202-2.4% | $5,982-15.1% |
| Admin fee / account holder | $197 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |