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 | $151,944 | $183,963-17.4% | $162,163-6.3% | $152,861-0.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.70% | 150.76%-128.1pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,366 | $6,371-15.8% | $5,614-4.4% | $4,762+12.7% |
| Participant deferral / active EE | $12,455 | $8,034+55.0% | $7,298+70.7% | $5,850+112.9% |
| Admin fee / account holder | $25 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |