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 | $112,453 | $114,381-1.7% | $107,525+4.6% | $142,382-21.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.83% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $944 | $4,015-76.5% | $3,754-74.8% | $4,299-78.0% |
| Participant deferral / active EE | $9,808 | $5,564+76.3% | $5,116+91.7% | $6,507+50.7% |
| Admin fee / account holder | $25 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |