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 | $128,894 | $180,449-28.6% | $154,107-16.4% | $135,375-4.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.66% | 888.09%-883.4pp | 735.12%-730.5pp | 519.73%-515.1pp |
| Employer contribution / active EE | $6,515 | $6,035+8.0% | $5,298+23.0% | $4,779+36.3% |
| Participant deferral / active EE | $6,278 | $5,806+8.1% | $5,081+23.6% | $5,609+11.9% |
| Admin fee / account holder | $65 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |