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 7-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 | $103,088 | $114,047-9.6% | $96,139+7.2% | $167,490-38.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.56% | 189.88%-171.3pp | 191.94%-173.4pp | 478.56%-460.0pp |
| Employer contribution / active EE | $8,342 | $3,427+143.4% | $2,797+198.3% | $4,837+72.4% |
| Participant deferral / active EE | $17,914 | $5,194+244.9% | $4,349+311.9% | $6,341+182.5% |
| Admin fee / account holder | $111 | $6,897-98.4% | $5,537-98.0% | $12,309-99.1% |