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 | $93,085 | $90,600+2.7% | $79,464+17.1% | $135,375-31.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.46% | 977.43%-976.0pp | 718.14%-716.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $10,577 | $3,068+244.7% | $2,800+277.7% | $4,779+121.3% |
| Participant deferral / active EE | $6,125 | $4,050+51.2% | $3,704+65.4% | $5,609+9.2% |
| Admin fee / account holder | $82 | $5,907-98.6% | $5,113-98.4% | $10,827-99.2% |