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 | $138,855 | $176,812-21.5% | $146,665-5.3% | $167,490-17.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 41.95% | 24.03%+17.9pp | 22.74%+19.2pp | 478.56%-436.6pp |
| Employer contribution / active EE | $1,278 | $5,160-75.2% | $4,136-69.1% | $4,837-73.6% |
| Participant deferral / active EE | $3,927 | $6,440-39.0% | $5,506-28.7% | $6,341-38.1% |
| Admin fee / account holder | $79 | $13,259-99.4% | $10,280-99.2% | $12,309-99.4% |