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 | $145,771 | $85,202+71.1% | $172,739-15.6% | $72,985+99.7% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 26.43% | 27.32%-0.9pp | 802.84%-776.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,212 | $3,324-33.5% | $5,143-57.0% | $2,440-9.3% |
| Participant deferral / active EE | $4,831 | $3,260+48.2% | $5,198-7.1% | $3,607+33.9% |
| Admin fee / account holder | $299 | $5,884-94.9% | $13,954-97.9% | $5,124-94.2% |