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 | $135,888 | $160,055-15.1% | $140,016-2.9% | $135,375+0.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 25.64% | 911.38%-885.7pp | 651.12%-625.5pp | 519.73%-494.1pp |
| Employer contribution / active EE | $1,653 | $6,420-74.3% | $5,606-70.5% | $4,779-65.4% |
| Participant deferral / active EE | $6,769 | $7,642-11.4% | $6,927-2.3% | $5,609+20.7% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |