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 | $109,868 | $107,334+2.4% | $92,893+18.3% | $152,861-28.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.30% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,368 | $4,221-43.9% | $3,653-35.2% | $4,762-50.3% |
| Participant deferral / active EE | $14,983 | $4,845+209.3% | $4,236+253.7% | $5,850+156.1% |
| Admin fee / account holder | $107 | $7,079-98.5% | $5,794-98.2% | $11,596-99.1% |