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 | $107,022 | $159,901-33.1% | $146,958-27.2% | $145,922-26.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,778 | $5,286-28.5% | $4,933-23.4% | $4,660-18.9% |
| Participant deferral / active EE | $9,459 | $8,428+12.2% | $8,070+17.2% | $6,688+41.4% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |