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 | $114,635 | $109,327+4.9% | $89,391+28.2% | $158,922-27.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.57% | 345.68%-338.1pp | 245.62%-238.0pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,369 | $3,170-56.8% | $2,586-47.1% | $4,761-71.3% |
| Participant deferral / active EE | $6,604 | $4,598+43.6% | $3,890+69.8% | $5,982+10.4% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |