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 | $101,537 | $111,724-9.1% | $93,606+8.5% | $145,922-30.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.96% | 202.98%-192.0pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,795 | $3,090+55.2% | $2,420+98.2% | $4,660+2.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $295 | $10,250-97.1% | $8,285-96.4% | $13,397-97.8% |