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 | $132,172 | $198,466-33.4% | $170,442-22.5% | $147,584-10.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.67% | 257.29%-237.6pp | 205.93%-186.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,671 | $6,184-56.8% | $5,433-50.8% | $4,876-45.2% |
| Participant deferral / active EE | $4,074 | $5,629-27.6% | $4,939-17.5% | $5,439-25.1% |
| Admin fee / account holder | $161 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |