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 | $114,825 | $133,922-14.3% | $116,228-1.2% | $142,382-19.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.62% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $8,168 | $3,446+137.1% | $2,994+172.8% | $4,299+90.0% |
| Participant deferral / active EE | $4,953 | $5,672-12.7% | $4,9530% | $6,507-23.9% |
| Admin fee / account holder | $55 | $14,945-99.6% | $11,989-99.5% | $12,624-99.6% |