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 9-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 | $85,119 | $209,411-59.4% | $178,490-52.3% | $158,922-46.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.40% | 188.75%-162.3pp | 151.07%-124.7pp | 302.83%-276.4pp |
| Employer contribution / active EE | $7,207 | $5,706+26.3% | $5,011+43.8% | $4,761+51.4% |
| Participant deferral / active EE | $19,500 | $5,954+227.5% | $5,202+274.9% | $5,982+226.0% |
| Admin fee / account holder | $206 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |