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 | $104,890 | $202,318-48.2% | $172,739-39.3% | $152,861-31.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.78% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $7,804 | $5,856+33.3% | $5,143+51.8% | $4,762+63.9% |
| Participant deferral / active EE | $4,745 | $5,948-20.2% | $5,198-8.7% | $5,850-18.9% |
| Admin fee / account holder | $52 | $17,109-99.7% | $13,954-99.6% | $11,596-99.6% |