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 | $142,887 | $112,096+27.5% | $95,952+48.9% | $158,922-10.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.61% | 171.09%-163.5pp | 91.61%-84.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,766 | $3,198-13.5% | $2,541+8.9% | $4,761-41.9% |
| Participant deferral / active EE | $6,947 | $4,784+45.2% | $4,167+66.7% | $5,982+16.1% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |