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 | $131,190 | $175,202-25.1% | $149,673-12.3% | $139,434-5.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.55% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,447 | $5,474-37.0% | $4,818-28.4% | $4,751-27.4% |
| Participant deferral / active EE | $4,175 | $6,519-36.0% | $5,680-26.5% | $6,710-37.8% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |