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 | $146,372 | $115,770+26.4% | $101,248+44.6% | $158,922-7.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.87% | 56.14%-37.3pp | 46.47%-27.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,004 | $4,175-28.0% | $3,660-17.9% | $4,761-36.9% |
| Participant deferral / active EE | $6,741 | $4,957+36.0% | $4,370+54.3% | $5,982+12.7% |
| Admin fee / account holder | $226 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |