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 | $89,234 | $183,519-51.4% | $155,509-42.6% | $145,922-38.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.95% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,923 | $5,313-63.8% | $4,672-58.8% | $4,660-58.7% |
| Participant deferral / active EE | $2,159 | $6,462-66.6% | $5,626-61.6% | $6,688-67.7% |
| Admin fee / account holder | $208 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |