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 | $102,145 | $100,041+2.1% | $149,718-31.8% | $70,131+45.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 28.80% | 27.43%+1.4pp | 1501.63%-1472.8pp | 73.14%-44.3pp |
| Employer contribution / active EE | $5,091 | $3,662+39.0% | $5,445-6.5% | $2,342+117.3% |
| Participant deferral / active EE | $4,476 | $4,983-10.2% | $6,569-31.9% | $3,332+34.3% |
| Admin fee / account holder | $179 | $8,286-97.8% | $11,283-98.4% | $4,645-96.2% |