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 | $103,669 | $107,334-3.4% | $92,893+11.6% | $152,861-32.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.67% | 145.58%-125.9pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,931 | $4,221-30.6% | $3,653-19.8% | $4,762-38.5% |
| Participant deferral / active EE | $7,428 | $4,845+53.3% | $4,236+75.3% | $5,850+27.0% |
| Admin fee / account holder | $100 | $7,079-98.6% | $5,794-98.3% | $11,596-99.1% |