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 | $110,525 | $107,934+2.4% | $91,989+20.1% | $152,861-27.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.71% | 89.24%-69.5pp | 69.02%-49.3pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,542 | $4,210+7.9% | $3,452+31.6% | $4,762-4.6% |
| Participant deferral / active EE | $13,279 | $6,364+108.6% | $5,923+124.2% | $5,850+127.0% |
| Admin fee / account holder | $22 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |