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 | $49,165 | $198,466-75.2% | $170,442-71.2% | $147,584-66.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.77% | 257.29%-235.5pp | 205.93%-184.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $4,582 | $6,184-25.9% | $5,433-15.7% | $4,876-6.0% |
| Participant deferral / active EE | $6,469 | $5,629+14.9% | $4,939+31.0% | $5,439+18.9% |
| Admin fee / account holder | $250 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |