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 | $100,665 | $106,890-5.8% | $84,015+19.8% | $152,861-34.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.16% | 104.99%-87.8pp | 71.31%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,288 | $2,734+20.2% | $1,983+65.8% | $4,762-31.0% |
| Participant deferral / active EE | $4,698 | $4,011+17.1% | $3,239+45.0% | $5,850-19.7% |
| Admin fee / account holder | $96 | $8,285-98.8% | $6,101-98.4% | $11,596-99.2% |