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 | $151,467 | $126,574+19.7% | $106,213+42.6% | $145,922+3.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.63% | 224.79%-215.2pp | 116.14%-106.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,894 | $3,730+4.4% | $3,171+22.8% | $4,660-16.4% |
| Participant deferral / active EE | $8,714 | $5,724+52.2% | $5,016+73.7% | $6,688+30.3% |
| Admin fee / account holder | $115 | $17,304-99.3% | $11,033-99.0% | $13,397-99.1% |