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 | $103,352 | $197,825-47.8% | $155,790-33.7% | $125,391-17.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.31% | 86.74%-84.4pp | 71.54%-69.2pp | 282.22%-279.9pp |
| Employer contribution / active EE | $5,611 | $4,847+15.8% | $3,836+46.3% | $4,866+15.3% |
| Participant deferral / active EE | $9,984 | $5,630+77.3% | $4,797+108.1% | $5,352+86.6% |
| Admin fee / account holder | $47 | $9,545-99.5% | $7,478-99.4% | $9,540-99.5% |