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 | $144,133 | $157,256-8.3% | $141,162+2.1% | $152,861-5.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.97% | 64.32%-33.4pp | 71.39%-40.4pp | 345.32%-314.3pp |
| Employer contribution / active EE | $4,335 | $5,261-17.6% | $4,735-8.5% | $4,762-9.0% |
| Participant deferral / active EE | $8,729 | $7,109+22.8% | $6,709+30.1% | $5,850+49.2% |
| Admin fee / account holder | $274 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |