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 | $122,380 | $112,881+8.4% | $90,951+34.6% | $158,922-23.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 47.43% | 215.79%-168.4pp | 134.60%-87.2pp | 302.83%-255.4pp |
| Employer contribution / active EE | $3,361 | $2,893+16.2% | $2,122+58.4% | $4,761-29.4% |
| Participant deferral / active EE | $10,350 | $4,128+150.8% | $3,373+206.9% | $5,982+73.0% |
| Admin fee / account holder | $52 | $8,041-99.4% | $5,959-99.1% | $11,246-99.5% |