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 | $152,297 | $197,825-23.0% | $155,790-2.2% | $125,391+21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.61% | 86.74%-84.1pp | 71.54%-68.9pp | 282.22%-279.6pp |
| Employer contribution / active EE | $4,936 | $4,847+1.8% | $3,836+28.7% | $4,866+1.4% |
| Participant deferral / active EE | $10,363 | $5,630+84.1% | $4,797+116.0% | $5,352+93.7% |
| Admin fee / account holder | $30 | $9,545-99.7% | $7,478-99.6% | $9,540-99.7% |