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 | $121,879 | $111,724+9.1% | $93,606+30.2% | $145,922-16.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.57% | 202.98%-191.4pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,600 | $3,090-48.2% | $2,420-33.9% | $4,660-65.7% |
| Participant deferral / active EE | $1,600 | $4,912-67.4% | $4,411-63.7% | $6,688-76.1% |
| Admin fee / account holder | $9 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |