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 | $106,524 | $183,963-42.1% | $162,163-34.3% | $152,861-30.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.74% | 150.76%-137.0pp | 115.59%-101.9pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,861 | $6,371-55.1% | $5,614-49.0% | $4,762-39.9% |
| Participant deferral / active EE | $8,995 | $8,034+12.0% | $7,298+23.2% | $5,850+53.8% |
| Admin fee / account holder | $166 | $13,121-98.7% | $10,843-98.5% | $11,596-98.6% |