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 | $137,212 | $102,966+33.3% | $90,281+52.0% | $152,861-10.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.09% | 95.16%-69.1pp | 78.10%-52.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,887 | $3,139-8.0% | $2,854+1.1% | $4,762-39.4% |
| Participant deferral / active EE | $5,088 | $4,281+18.8% | $3,885+31.0% | $5,850-13.0% |
| Admin fee / account holder | $18 | $6,171-99.7% | $5,351-99.7% | $11,596-99.8% |