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 | $81,128 | $209,411-61.3% | $178,490-54.5% | $158,922-49.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.99% | 188.75%-161.8pp | 151.07%-124.1pp | 302.83%-275.8pp |
| Employer contribution / active EE | $9,608 | $5,706+68.4% | $5,011+91.8% | $4,761+101.8% |
| Participant deferral / active EE | $14,611 | $5,954+145.4% | $5,202+180.9% | $5,982+144.2% |
| Admin fee / account holder | $81 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |