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 | $55,699 | $180,449-69.1% | $154,107-63.9% | $135,375-58.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.21% | 888.09%-885.9pp | 735.12%-732.9pp | 519.73%-517.5pp |
| Employer contribution / active EE | $2,066 | $6,035-65.8% | $5,298-61.0% | $4,779-56.8% |
| Participant deferral / active EE | $7,792 | $5,806+34.2% | $5,081+53.4% | $5,609+38.9% |
| Admin fee / account holder | $187 | $16,143-98.8% | $13,411-98.6% | $10,827-98.3% |