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 | $106,849 | $102,966+3.8% | $90,281+18.4% | $152,861-30.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.06% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,445 | $3,139+9.8% | $2,854+20.7% | $4,762-27.7% |
| Participant deferral / active EE | $5,668 | $4,281+32.4% | $3,885+45.9% | $5,850-3.1% |
| Admin fee / account holder | $36 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |