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 | $106,721 | $183,519-41.8% | $155,509-31.4% | $145,922-26.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,716 | $5,313-67.7% | $4,672-63.3% | $4,660-63.2% |
| Participant deferral / active EE | $11,699 | $6,462+81.0% | $5,626+107.9% | $6,688+74.9% |
| Admin fee / account holder | $130 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |