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 | $74,519 | $228,332-67.4% | $185,823-59.9% | $158,922-53.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.91% | 40.80%-19.9pp | 35.95%-15.0pp | 302.83%-281.9pp |
| Employer contribution / active EE | $8,251 | $4,967+66.1% | $4,087+101.9% | $4,761+73.3% |
| Participant deferral / active EE | $5,586 | $6,415-12.9% | $5,632-0.8% | $5,982-6.6% |
| Admin fee / account holder | $293 | $11,864-97.5% | $9,500-96.9% | $11,246-97.4% |