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 | $102,041 | $157,256-35.1% | $141,162-27.7% | $152,861-33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.62% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $10,746 | $5,261+104.3% | $4,735+126.9% | $4,762+125.6% |
| Participant deferral / active EE | $8,620 | $7,109+21.2% | $6,709+28.5% | $5,850+47.3% |
| Admin fee / account holder | $77 | $12,120-99.4% | $10,261-99.2% | $11,596-99.3% |