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 | $113,949 | $107,334+6.2% | $92,893+22.7% | $152,861-25.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.77% | 145.58%-112.8pp | 109.41%-76.6pp | 345.32%-312.5pp |
| Employer contribution / active EE | $3,516 | $4,221-16.7% | $3,653-3.8% | $4,762-26.2% |
| Participant deferral / active EE | $11,662 | $4,845+140.7% | $4,236+175.3% | $5,850+99.3% |
| Admin fee / account holder | $188 | $7,079-97.3% | $5,794-96.7% | $11,596-98.4% |