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 | $55,179 | $183,963-70.0% | $162,163-66.0% | $152,861-63.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.01% | 150.76%-115.8pp | 115.59%-80.6pp | 345.32%-310.3pp |
| Employer contribution / active EE | $5,159 | $6,371-19.0% | $5,614-8.1% | $4,762+8.3% |
| Participant deferral / active EE | $4,696 | $8,034-41.5% | $7,298-35.7% | $5,850-19.7% |
| Admin fee / account holder | $293 | $13,121-97.8% | $10,843-97.3% | $11,596-97.5% |