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 | $130,218 | $197,825-34.2% | $155,790-16.4% | $125,391+3.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.34% | 86.74%-86.4pp | 71.54%-71.2pp | 282.22%-281.9pp |
| Employer contribution / active EE | $4,319 | $4,847-10.9% | $3,836+12.6% | $4,866-11.2% |
| Participant deferral / active EE | $10,823 | $5,630+92.2% | $4,797+125.6% | $5,352+102.2% |
| Admin fee / account holder | $273 | $9,545-97.1% | $7,478-96.4% | $9,540-97.1% |