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 | $132,138 | $159,901-17.4% | $146,958-10.1% | $145,922-9.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.81% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.5pp |
| Employer contribution / active EE | $6,420 | $5,286+21.4% | $4,933+30.1% | $4,660+37.8% |
| Participant deferral / active EE | $13,167 | $8,428+56.2% | $8,070+63.2% | $6,688+96.9% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |