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 | $103,184 | $118,849-13.2% | $96,562+6.9% | $167,490-38.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.25% | 50.49%-31.2pp | 37.78%-18.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $3,023 | $3,120-3.1% | $2,356+28.3% | $4,837-37.5% |
| Participant deferral / active EE | $8,320 | $4,616+80.3% | $3,849+116.2% | $6,341+31.2% |
| Admin fee / account holder | $40 | $8,065-99.5% | $6,181-99.4% | $12,309-99.7% |