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 | $165,098 | $129,217+27.8% | $93,406+76.8% | $158,922+3.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 10.47% | 118.21%-107.7pp | 78.05%-67.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,356 | $2,711-50.0% | $2,075-34.7% | $4,761-71.5% |
| Participant deferral / active EE | $8,370 | $3,909+114.1% | $3,126+167.8% | $5,982+39.9% |
| Admin fee / account holder | $131 | $7,383-98.2% | $5,230-97.5% | $11,246-98.8% |