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 | $134,921 | $107,334+25.7% | $92,893+45.2% | $152,861-11.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.75% | 145.58%-124.8pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,907 | $4,221-54.8% | $3,653-47.8% | $4,762-60.0% |
| Participant deferral / active EE | $3,158 | $4,845-34.8% | $4,236-25.5% | $5,850-46.0% |
| Admin fee / account holder | $102 | $7,079-98.6% | $5,794-98.2% | $11,596-99.1% |