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 | $75,633 | $183,519-58.8% | $155,509-51.4% | $145,922-48.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.94% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,830 | $5,313-46.7% | $4,672-39.4% | $4,660-39.3% |
| Participant deferral / active EE | $7,173 | $6,462+11.0% | $5,626+27.5% | $6,688+7.3% |
| Admin fee / account holder | $295 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |