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 | $107,415 | $158,398-32.2% | $126,539-15.1% | $142,382-24.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.67% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,800 | $4,650-39.8% | $3,674-23.8% | $4,299-34.9% |
| Participant deferral / active EE | $12,787 | $4,767+168.2% | $4,083+213.2% | $6,507+96.5% |
| Admin fee / account holder | $65 | $6,918-99.1% | $6,065-98.9% | $12,624-99.5% |