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 | $155,831 | $159,901-2.5% | $146,958+6.0% | $145,922+6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 98.13%-87.1pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,426 | $5,286-54.1% | $4,933-50.8% | $4,660-47.9% |
| Participant deferral / active EE | $8,800 | $8,428+4.4% | $8,070+9.0% | $6,688+31.6% |
| Admin fee / account holder | $254 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |