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 | $99,253 | $96,635+2.7% | $86,612+14.6% | $139,434-28.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.29% | 106.41%-87.1pp | 591.07%-571.8pp | 372.94%-353.7pp |
| Employer contribution / active EE | $5,427 | $3,263+66.3% | $3,022+79.6% | $4,751+14.2% |
| Participant deferral / active EE | $11,685 | $4,836+141.6% | $4,438+163.3% | $6,710+74.1% |
| Admin fee / account holder | $78 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |