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 | $105,880 | $105,998-0.1% | $92,233+14.8% | $147,584-28.3% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 16.43% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,927 | $4,333-32.4% | $3,679-20.4% | $4,876-40.0% |
| Participant deferral / active EE | $9,258 | $4,478+106.7% | $3,897+137.6% | $5,439+70.2% |
| Admin fee / account holder | -$305 | $6,332-104.8% | $5,194-105.9% | $10,885-102.8% |