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 | $197,564 | $102,966+91.9% | $90,281+118.8% | $152,861+29.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.93% | 95.16%-70.2pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $5,168 | $3,139+64.6% | $2,854+81.0% | $4,762+8.5% |
| Participant deferral / active EE | $7,316 | $4,281+70.9% | $3,885+88.3% | $5,850+25.0% |
| Admin fee / account holder | $29 | $6,171-99.5% | $5,351-99.5% | $11,596-99.8% |