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 | $114,852 | $108,642+5.7% | $74,701+53.8% | $152,861-24.9% |
| Participation rate | 83.3% | 65.3%+18.0pp | 54.5%+28.9pp | 82.4%+0.9pp |
| Annual return | 23.34% | 114.06%-90.7pp | 752.92%-729.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,155 | $1,503+243.0% | $1,084+375.7% | $4,762+8.2% |
| Participant deferral / active EE | $6,986 | $2,712+157.6% | $1,964+255.8% | $5,850+19.4% |
| Admin fee / account holder | $45 | $4,902-99.1% | $3,333-98.6% | $11,596-99.6% |