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 | $153,096 | $157,256-2.6% | $141,162+8.5% | $152,861+0.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.10% | 64.32%-36.2pp | 71.39%-43.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $7,356 | $5,261+39.8% | $4,735+55.3% | $4,762+54.5% |
| Participant deferral / active EE | $6,802 | $7,109-4.3% | $6,709+1.4% | $5,850+16.3% |
| Admin fee / account holder | $134 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |