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 | $120,527 | $171,865-29.9% | $149,718-19.5% | $147,584-18.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.35% | 2113.22%-2097.9pp | 1501.63%-1486.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,312 | $6,275-47.2% | $5,445-39.2% | $4,876-32.1% |
| Participant deferral / active EE | $6,884 | $7,271-5.3% | $6,569+4.8% | $5,439+26.6% |
| Admin fee / account holder | $77 | $13,799-99.4% | $11,283-99.3% | $10,885-99.3% |