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 | $80,933 | $165,335-51.0% | $149,696-45.9% | $158,922-49.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.91% | 348.15%-317.2pp | 276.60%-245.7pp | 302.83%-271.9pp |
| Employer contribution / active EE | $3,273 | $5,103-35.9% | $4,644-29.5% | $4,761-31.3% |
| Participant deferral / active EE | $11,247 | $7,181+56.6% | $6,842+64.4% | $5,982+88.0% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |