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 | $68,200 | $198,466-65.6% | $170,442-60.0% | $147,584-53.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.03% | 257.29%-235.3pp | 205.93%-183.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $6,432 | $6,184+4.0% | $5,433+18.4% | $4,876+31.9% |
| Participant deferral / active EE | $5,720 | $5,629+1.6% | $4,939+15.8% | $5,439+5.2% |
| Admin fee / account holder | $16 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |