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 5-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 | $119,841 | $114,381+4.8% | $107,525+11.5% | $142,382-15.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.99% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $11,520 | $4,015+186.9% | $3,754+206.9% | $4,299+168.0% |
| Participant deferral / active EE | $11,918 | $5,564+114.2% | $5,116+133.0% | $6,507+83.1% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |