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 | $103,477 | $100,852+2.6% | $90,404+14.5% | $158,922-34.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.91% | 1724.20%-1706.3pp | 1293.02%-1275.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,827 | $3,689-50.5% | $3,262-44.0% | $4,761-61.6% |
| Participant deferral / active EE | $5,111 | $4,348+17.6% | $3,963+29.0% | $5,982-14.6% |
| Admin fee / account holder | $23 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |