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 | $109,636 | $86,286+27.1% | $111,297-1.5% | $85,850+27.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 24.90% | 19.99%+4.9pp | 54.65%-29.8pp | 318.53%-293.6pp |
| Employer contribution / active EE | $2,280 | $2,043+11.6% | $2,731-16.5% | $2,565-11.1% |
| Participant deferral / active EE | $4,846 | $3,641+33.1% | $4,487+8.0% | $3,952+22.6% |
| Admin fee / account holder | $237 | $8,188-97.1% | $7,964-97.0% | $6,260-96.2% |