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 | $110,760 | $209,411-47.1% | $178,490-37.9% | $158,922-30.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.95% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,309 | $5,706-59.5% | $5,011-53.9% | $4,761-51.5% |
| Participant deferral / active EE | $4,657 | $5,954-21.8% | $5,202-10.5% | $5,982-22.2% |
| Admin fee / account holder | $229 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |