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 | $80,312 | $84,696-5.2% | $75,696+6.1% | $167,490-52.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.05% | 199.36%-186.3pp | 104.53%-91.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,698 | $3,230+45.5% | $2,743+71.3% | $4,837-2.9% |
| Participant deferral / active EE | $7,167 | $4,580+56.5% | $3,821+87.6% | $6,341+13.0% |
| Admin fee / account holder | $172 | $5,355-96.8% | $3,619-95.2% | $12,309-98.6% |