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 | $159,586 | $183,519-13.0% | $155,509+2.6% | $145,922+9.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.39% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $7,814 | $5,313+47.1% | $4,672+67.2% | $4,660+67.7% |
| Participant deferral / active EE | $6,439 | $6,462-0.4% | $5,626+14.4% | $6,688-3.7% |
| Admin fee / account holder | $46 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |