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 | $103,110 | $138,044-25.3% | $125,339-17.7% | $134,475-23.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.21% | 750.33%-750.1pp | 572.05%-571.8pp | 417.96%-417.8pp |
| Employer contribution / active EE | $11,494 | $5,243+119.2% | $4,814+138.8% | $4,740+142.5% |
| Participant deferral / active EE | $7,733 | $7,799-0.8% | $7,446+3.8% | $6,400+20.8% |
| Admin fee / account holder | $17 | $11,571-99.9% | $10,010-99.8% | $11,426-99.8% |