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 | $100,260 | $198,466-49.5% | $170,442-41.2% | $147,584-32.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.68% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $7,948 | $6,184+28.5% | $5,433+46.3% | $4,876+63.0% |
| Participant deferral / active EE | $5,253 | $5,629-6.7% | $4,939+6.4% | $5,439-3.4% |
| Admin fee / account holder | $292 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |