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 | $83,960 | $107,334-21.8% | $92,893-9.6% | $152,861-45.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.09% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $4,133 | $4,221-2.1% | $3,653+13.1% | $4,762-13.2% |
| Participant deferral / active EE | $8,010 | $4,845+65.3% | $4,236+89.1% | $5,850+36.9% |
| Admin fee / account holder | $222 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |