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 | $119,455 | $209,411-43.0% | $178,490-33.1% | $158,922-24.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.03% | 188.75%-169.7pp | 151.07%-132.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,221 | $5,706-61.1% | $5,011-55.7% | $4,761-53.4% |
| Participant deferral / active EE | $13,066 | $5,954+119.4% | $5,202+151.2% | $5,982+118.4% |
| Admin fee / account holder | $37 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |