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 | $165,969 | $202,318-18.0% | $172,739-3.9% | $152,861+8.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.76% | 1029.65%-1014.9pp | 802.84%-788.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $2,772 | $5,856-52.7% | $5,143-46.1% | $4,762-41.8% |
| Participant deferral / active EE | $5,131 | $5,948-13.7% | $5,198-1.3% | $5,850-12.3% |
| Admin fee / account holder | $91 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |