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 | $51,213 | $159,901-68.0% | $146,958-65.2% | $145,922-64.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.25% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,678 | $5,286-30.4% | $4,933-25.4% | $4,660-21.1% |
| Participant deferral / active EE | $8,275 | $8,428-1.8% | $8,070+2.5% | $6,688+23.7% |
| Admin fee / account holder | $67 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |