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 | $138,492 | $209,411-33.9% | $178,490-22.4% | $158,922-12.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.03% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,616 | $5,706-36.6% | $5,011-27.8% | $4,761-24.1% |
| Participant deferral / active EE | $6,428 | $5,954+7.9% | $5,202+23.6% | $5,982+7.4% |
| Admin fee / account holder | $210 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |