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 | $56,666 | $217,402-73.9% | $185,823-69.5% | $167,490-66.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.31% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $8,979 | $5,873+52.9% | $5,167+73.8% | $4,837+85.6% |
| Participant deferral / active EE | $7,943 | $6,356+25.0% | $5,568+42.7% | $6,341+25.3% |
| Admin fee / account holder | $194 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |