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 | $112,536 | $209,411-46.3% | $178,490-37.0% | $158,922-29.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.55% | 188.75%-163.2pp | 151.07%-125.5pp | 302.83%-277.3pp |
| Employer contribution / active EE | $2,166 | $5,706-62.0% | $5,011-56.8% | $4,761-54.5% |
| Participant deferral / active EE | $4,525 | $5,954-24.0% | $5,202-13.0% | $5,982-24.4% |
| Admin fee / account holder | $166 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |