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 | $98,255 | $159,901-38.6% | $146,958-33.1% | $145,922-32.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.79% | 98.13%-82.3pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,809 | $5,286-28.0% | $4,933-22.8% | $4,660-18.3% |
| Participant deferral / active EE | $30,500 | $8,428+261.9% | $8,070+277.9% | $6,688+356.1% |
| Admin fee / account holder | $293 | $15,044-98.1% | $12,998-97.7% | $13,397-97.8% |