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 | $73,176 | $197,591-63.0% | $177,821-58.8% | $158,922-54.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.57% | 58.76%-31.2pp | 48.32%-20.7pp | 302.83%-275.3pp |
| Employer contribution / active EE | $16,006 | $6,697+139.0% | $5,918+170.5% | $4,761+236.2% |
| Participant deferral / active EE | $10,466 | $8,405+24.5% | $7,714+35.7% | $5,982+75.0% |
| Admin fee / account holder | $17 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |