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 | $144,998 | $183,519-21.0% | $155,509-6.8% | $145,922-0.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $9,088 | $5,313+71.1% | $4,672+94.5% | $4,660+95.0% |
| Participant deferral / active EE | $7,324 | $6,462+13.3% | $5,626+30.2% | $6,688+9.5% |
| Admin fee / account holder | $191 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |