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 9-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 | $43,757 | $209,411-79.1% | $178,490-75.5% | $158,922-72.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.68% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.1pp |
| Employer contribution / active EE | $10,104 | $5,706+77.1% | $5,011+101.7% | $4,761+112.2% |
| Participant deferral / active EE | $5,729 | $5,954-3.8% | $5,202+10.1% | $5,982-4.2% |
| Admin fee / account holder | $139 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |