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 | $84,770 | $107,934-21.5% | $91,989-7.8% | $152,861-44.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 30.95% | 89.24%-58.3pp | 69.02%-38.1pp | 345.32%-314.4pp |
| Employer contribution / active EE | $2,147 | $4,210-49.0% | $3,452-37.8% | $4,762-54.9% |
| Participant deferral / active EE | $9,302 | $6,364+46.2% | $5,923+57.1% | $5,850+59.0% |
| Admin fee / account holder | $131 | $10,520-98.8% | $7,743-98.3% | $11,596-98.9% |