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 | $121,399 | $165,335-26.6% | $149,696-18.9% | $158,922-23.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.95% | 348.15%-328.2pp | 276.60%-256.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $10,943 | $5,103+114.5% | $4,644+135.6% | $4,761+129.8% |
| Participant deferral / active EE | $14,187 | $7,181+97.6% | $6,842+107.4% | $5,982+137.2% |
| Admin fee / account holder | $104 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |