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 | $107,275 | $109,327-1.9% | $89,391+20.0% | $158,922-32.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.18% | 345.68%-329.5pp | 245.62%-229.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,250 | $3,170-29.0% | $2,586-13.0% | $4,761-52.7% |
| Participant deferral / active EE | $2,725 | $4,598-40.7% | $3,890-29.9% | $5,982-54.4% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |