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 | $34,149 | $198,466-82.8% | $170,442-80.0% | $147,584-76.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.98% | 257.29%-232.3pp | 205.93%-181.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $8,560 | $6,184+38.4% | $5,433+57.6% | $4,876+75.5% |
| Participant deferral / active EE | $4,830 | $5,629-14.2% | $4,939-2.2% | $5,439-11.2% |
| Admin fee / account holder | $131 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |