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 | $98,515 | $106,890-7.8% | $84,015+17.3% | $152,861-35.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.44% | 104.99%-82.5pp | 71.31%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,895 | $2,734+42.5% | $1,983+96.4% | $4,762-18.2% |
| Participant deferral / active EE | $3,410 | $4,011-15.0% | $3,239+5.3% | $5,850-41.7% |
| Admin fee / account holder | $229 | $8,285-97.2% | $6,101-96.2% | $11,596-98.0% |