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 | $85,761 | $107,334-20.1% | $92,893-7.7% | $152,861-43.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.02% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $8,021 | $4,221+90.0% | $3,653+119.6% | $4,762+68.4% |
| Participant deferral / active EE | $6,264 | $4,845+29.3% | $4,236+47.9% | $5,850+7.1% |
| Admin fee / account holder | $49 | $7,079-99.3% | $5,794-99.2% | $11,596-99.6% |